We encounter many founders who have based their enterprises in the U.S., but who are not U.S. citizens or permanent residents, or who may have other significant cross-border ties such as close family living outside the U.S....more
9/24/2024
/ Business Development ,
Cross-Border ,
Early Stage Companies ,
Entrepreneurs ,
Estate Tax ,
Gift Tax ,
Immigrants ,
Income Taxes ,
Investment ,
Stocks ,
Tax Planning ,
Venture Capital
The menu of tax planning options for founders includes many strategies designed to minimize income taxes upon liquidity events and to provide for wealth preservation across multiple generations. To achieve those benefits,...more
Estate planning strategies for founders are typically focused on saving both income taxes and estate taxes. Income tax savings can be achieved by creating and funding multiple trusts with company stock that duplicate any...more