Building More Than Business

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Episode 5: DAFs versus private foundations

Donor advised funds and private foundations are two common vehicles for charitable giving. Compare their flexibility, control and tax impacts.

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Episode 4: The 2025 QSBS overhaul

Learn about the major changes to the qualified small business stock, or QSBS, exclusion—and what they mean for founders, early employees and investors.

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Episode 3: Navigating family succession

Learn how family meetings can help build trust, strengthen relationships and preserve your legacy.

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Episode 2: Thinking about an exit? Here's the plan.

Explore why early exit planning is key to success for business owners of all ages and industries.

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Episode 1: Is your wealth too tied to your business?

Learn about the hidden risks of tying personal wealth to your business, and discover practical steps to protect your financial future.

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