The complexity can be daunting, but the math is compelling - especially in today's high-rate environment. Your QSBS/OZ stacking example is particularly elegant. The key is having rock-solid documentation and great advisors, as one small mistake can unwind years of careful planning.
Absolutely agree, it's a delicate dance that pays off when done right. Glad you found the QSBS/OZ stacking example elegant. And yes, having solid advisors and airtight documentation is key to avoiding costly missteps. Appreciate your continued insights, Rick!
The complexity can be daunting, but the math is compelling - especially in today's high-rate environment. Your QSBS/OZ stacking example is particularly elegant. The key is having rock-solid documentation and great advisors, as one small mistake can unwind years of careful planning.
Absolutely agree, it's a delicate dance that pays off when done right. Glad you found the QSBS/OZ stacking example elegant. And yes, having solid advisors and airtight documentation is key to avoiding costly missteps. Appreciate your continued insights, Rick!