On this week's episode of QSBS, Solved, Brady sits down with Dr. Daniel Gilham to talk about dramatic shifts in wealth management and the unique needs of founders and business owners. Daniel is the Managing Director of Advisor Strategy at Farther, the 2025 Inc 5000 fastest growing financial services company in the country. The fintech company is transforming the wealth management landscape by leveraging technology with human experience and expertise. He has 17 years of experience servin...
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On this week's episode of QSBS, Solved, Brady sits down with Dr. Daniel Gilham to talk about dramatic shifts in wealth management and the unique needs of founders and business owners. Daniel is the Managing Director of Advisor Strategy at Farther, the 2025 Inc 5000 fastest growing financial services company in the country. The fintech company is transforming the wealth management landscape by leveraging technology with human experience and expertise. He has 17 years of experience servin...
QSBS Opinion Letters, OBBBA Updates, and SAFEs with Chris Karachale
QSBS, Solved
41 minutes
4 months ago
QSBS Opinion Letters, OBBBA Updates, and SAFEs with Chris Karachale
In this episode of QSBS Solved, Brady sits down with tax attorney Chris Karachale of Hanson Bridgett to unpack a few misunderstood components of Qualified Small Business Stock (QSBS). They discussed the practical realities of opinion letters and audit defense and the latest OBBBA updates on exclusion limits and gross asset thresholds. The conversation dives into: QSBS opinion letters — what they actually do (and don’t do), and why they serve as more of a penalty shield and documentation tool ...
QSBS, Solved
On this week's episode of QSBS, Solved, Brady sits down with Dr. Daniel Gilham to talk about dramatic shifts in wealth management and the unique needs of founders and business owners. Daniel is the Managing Director of Advisor Strategy at Farther, the 2025 Inc 5000 fastest growing financial services company in the country. The fintech company is transforming the wealth management landscape by leveraging technology with human experience and expertise. He has 17 years of experience servin...
