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Episode 15: Founder Tax & Estate Planning with Goldman Sachs


It’s easy for founders to put tax and estate planning on the back burner when you're focused on running a business and thinking about a sale, however, getting an early start on these considerations can really make a big impact on how much you take home. In this episode, Sarah Letourneau from Goldman Sachs joins Mike Lyon to talk about tax planning, QSBS, estate taxes, and when to start planning.

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This material is intended for informational purposes and is not intended to provide investment advice or a recommendation. The opinions voiced should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, accountant, and/or tax advisor. Vista Point Advisors does not provide tax or legal advice.

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Modified on Mar 04, 2024