2021 will usher in plenty of changes, including new and proposed changes to the tax code.
Join us on Wednesday, March 31st at 2:00pm PST for a webinar with EisnerAmper, Hanson Bridgett LLP and Fort Point Capital Partners.
During this webinar we'll review estate, tax and risk management strategies specific to VCs, along with new changes to existing laws that may be on the horizon.
Some of the questions we'll address include the following:
*What is QSBS and does my carry qualify for the QSBS Fed tax exemption? *Does the QSBS exemption max out at $10M or are there other estate planning ideas to get a larger exemption? *Can I gift my carry to my kids? *What are the newly proposed tax regulations on the treatment of Carried Interest? *I am receiving a concentrated stock position from a recent exit. What are some wealth protection ideas for me to minimize my downside and retain my upside? *Do you have any tax efficient diversification ideas involving concentrated stock? *My net worth is above the lifetime exclusion threshold, what estate planning and insurance strategies can be utilized to minimize my estate tax? *What are some ways to minimize my CA state taxes?
This webinar will consist of a presentation followed by a live Q&A, during which attendees will be able to ask panelists their questions. We encourage participants to submit their questions in advance to webinars@bluepointecapital.com. Webinar details will be sent to those whom confirm their registration.
