Lightning in a bottle: Entrepreneurial journeys from idea to exit

Episode 28: Preemptive Planning Strategies for Founders


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In this episode, we’re joined by Senior Wealth Strategist, UBS Advanced Planning Group, Joyce Crivellari to explore preemptive planning strategies for founders. We discuss the looming sunset of the Tax Cuts and Jobs Act, business succession planning, and the evolving implications of the Corporate Transparency Act. Joyce also provides a valuable refresher on Qualified Small Business Stock, offering expert insights to help founders prepare for what’s ahead.
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Lightning in a bottle: Entrepreneurial journeys from idea to exitBy UBS advisor podcasts