Making Sense of Your Money Podcast

#35: QSBS & Trust Secrets: How Startup Founders Go Tax‑Free


Listen Later

If you're a startup founder or early equity holder, this episode could save you millions in taxes. Alessandro Chesser, CEO of Dynasty, unpack Qualified Small Business Stock (QSBS) and how using the right trusts, like Nevada trusts, can protect your assets from lawsuits, creditors, and estate taxes.

You’ll learn:

  • What QSBS is and how much tax‑free gain it can offer
  • Why early planning is crucial before your shares gain value
  • How Nevada & South Dakota trusts work to shield assets and reduce tax exposure
  • What “qualified business stock space” means for founders, employees, and investors
  • Real examples & strategies for getting started today

Featuring: Dan Pascone & Alessandro Chesser

🧠 Build your legacy, legally tax‑efficiently → ⁠makingsenseofyourmoney.com⁠


#MakingSensePodcast #QSBS #QualifiedSmallBusinessStock #TrustPlanning #AssetProtection #StartupFounders #Dynasty #TaxStrategy #TailoredWealth


...more
View all episodesView all episodes
Download on the App Store

Making Sense of Your Money PodcastBy Dan Pascone