Join Business Owner Bootcamp co-host Sandy Wiggins and guest Kurt Snyder, SVP of Business Development for Executive Benefits, for a dynamic conversation blending the grit of ultra marathon running with the art of building resilient businesses. Discover how non-qualified plans, personalized executive benefits, and strategic risk management can help business owners attract, retain, and reward top talent, all while preparing for successful transitions and maximizing enterprise value. ...
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Join Business Owner Bootcamp co-host Sandy Wiggins and guest Kurt Snyder, SVP of Business Development for Executive Benefits, for a dynamic conversation blending the grit of ultra marathon running with the art of building resilient businesses. Discover how non-qualified plans, personalized executive benefits, and strategic risk management can help business owners attract, retain, and reward top talent, all while preparing for successful transitions and maximizing enterprise value. ...
Business Owner Bootcamp Episode 4: Advanced Tax Strategies for Business Owners - Unlocking QSBS
Business Owner Bootcamp
38 minutes
5 months ago
Business Owner Bootcamp Episode 4: Advanced Tax Strategies for Business Owners - Unlocking QSBS
In this episode of Business Owner Bootcamp, co-host Michael Delgass and Kevin Brady, Senior Vice President at Wealthspire Advisors dive into the powerful tax planning tool known as Qualified Small Business Stock (QSBS). They explore recent legislative updates, including increased exclusions and shortened holding periods, and unpack strategies like stacking and trust structuring to maximize tax benefits. Whether you're a founder, investor, or advisor, this conversation offers valuable insights...
Business Owner Bootcamp
Join Business Owner Bootcamp co-host Sandy Wiggins and guest Kurt Snyder, SVP of Business Development for Executive Benefits, for a dynamic conversation blending the grit of ultra marathon running with the art of building resilient businesses. Discover how non-qualified plans, personalized executive benefits, and strategic risk management can help business owners attract, retain, and reward top talent, all while preparing for successful transitions and maximizing enterprise value. ...
