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Strategic Tax Planning for High-Net-Worth Individuals, Paper II: Navigating Mega-Cap Tech Exits & Tax Arbitrage

  • Writer: Unity Investments
    Unity Investments
  • Aug 13
  • 1 min read

A California early-stage investor with a $15M QSBS gain pays $0 in federal tax but ~$2M to the state.


That gap is not an edge case. It is the default outcome for those who reach a liquidity event without having built the proper structure first.


Part II of our Strategic Tax Planning for HNWIs series walks through CRUTs, QOFs, charitable vehicles, and 10b5-1 sequencing—what each one solves, and why it has to exist before the lockup expires.


Read our article by clicking the PDF below.





 
 

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