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Category: Cash Flow Planning

Understanding Qualified Small Business Stock (QSBS)

By Alan Rhode

Investing in startups and small businesses has always been a risky endeavor. However, with the right strategies, it can also be immensely rewarding. One such strategy revolves around Qualified Small Business Stock (QSBS), a powerful tool offering substantial tax benefits to investors. As a prospective client of Modern Wealth, it’s crucial to grasp the essence … Continued

Business Transactions: Asset vs. Share Purchase

By Alan Rhode

Two paths stand out when diving into the world of business acquisitions: asset purchase and share purchase. Each has its perks and pitfalls; understanding these can guide your choices. Let’s break these down in a more approachable manner. Quick Overview Asset Purchase: Here, the buyer handpicks specific assets like equipment, inventory, or even customer lists. … Continued