SVB Private Perspectives SVB Private
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- Business
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Podcast by SVB Private
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What kind of trusts should founders consider?
See how a two-phased approach to estate planning can offer short and long-term benefits to founders as their financial, professional and personal lives evolve.
Ann Lucchesi, Managing Director, SVB Access Gerald Baker, Head of Wealth Strategies -
How can founders qualify for their first home mortgage?
Learn how founders have overcome the two biggest barriers to home ownership.
Mortgage eligibility and company financial reviews are two significant hurdles founders face when considering a home purchase. Hear effective ways to address these all-too-common obstacles. -
Why the timing of an LLC to C-corp conversion may offer significant tax savings
Structuring your business as a C-corp is an essential step for QSBS eligibility.
Hear how the structure of your company may substantially impact your taxes during an upcoming liquidity event.
- LLCs and S corporation business structures offer benefits but may cause you to miss substantial tax savings under the Qualified Small Business Stock exclusion.- Structuring your company as a C corporation is a requirement to qualify for the QSBS exclusion.- The potential tax savings via the QSBS exclusion is the greater of $10 million or 10 times your cost basis, whichever is higher.
Ann Lucchesi, Managing Director, SVB AccessDanielle Greene, Managing Director, Fiduciary Advisor -
Getting acquired before your shares are QSBS eligible? Here are three common scenarios.
Hear how you may still qualify for the QSBS tax exclusion across multiple acquisition types, prior to hitting the 5-year holding period.
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Why founders need prenups and how to structure them
Prenuptial agreements can be especially beneficial to business founders and entrepreneurs. Hear ways that could help you avoid the common pitfalls and create a well-drafted prenup.
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How do I plan for my own liquidity as I grow my company?
During our second episode, hear how successful founders pursue personal liquidity during company growth stages to help reduce risk and fund their family’s day-to-day expenses.
Ann Lucchesi, Managing Director, SVB Access Dave Buxton, Private Wealth Advisor
Customer Reviews
Boston Private “Fee intelligence”
This podcast deserves more than 5 stars.
Absolutely educational.
Steven Z
Scripted and stilted
CIO sounds like they are reading from a piece of paper.
Podcast Perspective
Everything is clear and on to the point