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Sep 8, 2021

We all dream about starting up or investing in the next unicorn company. It sounds like a nearly impossible longshot that will probably never happen to us, but it happens more often than you think living in Silicon Valley. It’s arguable that on the off chance we do grow a company worth $100+ million, founders and stockholders often don’t know what to do when tax season arrives. Jack Russo and CPA Steve Rabin dissect the underlooked areas of QSBS (Qualified Small Business Stock) 1202 & 1045 that provide big benefits for small business stocks.

  • DST – Delaware Statutory Trust
  • Backdoor Roth IRA’s
  • Cryptocurrency and tax evasion


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