Using Appreciated Equity for Charitable Giving

Three ways to maximize charitable giving and considerations around giving globally. Identify and execute on creative ways to implement your bold ideas quickly.

Understanding QSBS

If you are facing a potential taxable event from shares you acquired in a private company, understanding the ins and outs of Section 1202 of the Internal Revenue Code (IRC) just might ease the pain of one of life’s inevitabilities.

Three Essential Insurance Basics for Founders and Entrepreneurs

Proper insurance coverage can save time and money while providing peace of mind for the individual, loved ones and co-founders.

Exploring Founder Liquidity Options

This article explores some of the many ways that a founder can get the liquidity they need and continue to build their business for the long term.

The Psychology of Liquidity: Uncovering the Entrepreneur’s Need

The market for private company equity sales, also known as the secondary market.

New Estate Plan Tax Rules

Clients of the Private Bank may face reduced tax savings starting in 2017 due to new Treasury Department regulations.

Understanding Founder Liquidity In Secondary Markets

In our September article “Exploring Founder Liquidity Options”, we described some ways that

More Than Just a Mortgage: Innovative Insights for Entrepreneurs

While secondary stock sales have always been possible, their popularity—and legitimacy—has soared in the past 10 years as successful companies put off IPOs in favor of staying private

Secondary Liquidity for Startup Founders by SVB

When an entrepreneur has an opportunity to solve for a liquidity need with an exit, loan, or other option, the plan should address key questions, SVB shares what those are.

Impacts on New Tax Reforms

In this post, SVB summarizes some of the most impactful provisions of the TCJA, and provides practical actions for you to consider.