Posts tagged exit planning for NYC entrepreneuers
New York Estate Tax Financial Planning Strategies
New York Estate Tax Financial Planning Strategies

Most New Yorkers will never need to worry about federal estate taxes, due in part to the 2025 federal estate tax exemption of $13.99 million per individual - or nearly $28 million for a married couple. However, high-net-worth and some mass affluent families should carefully consider estate planning strategies to address New York State’s estate tax, which applies to estates exceeding $7.16 million and includes several particularly punitive provisions.

Read More
Wealth Management, Financial PlanningDavid Flores Wilson, CFP®, CFA, CEPA®Sincerus AdvisoryNYC CFP, NYC entrepreneurs, NYC financial planning for business owners and founders, NYC estate tax planning, NYC fee only CFP, New York City fee only certified financial planner (CFP), NYC financial planning, exit planning for NYC entrepreneuers, NYC Business Owners
ESOP Financial Planning Considerations for Business Owners
ESOP Financial Planning Considerations for Business Owners

Under the right circumstances, an Employee Stock Ownership Plan (ESOP) can be an ideal exit strategy for a business owner from a financial planning perspective. For some owners, it offers a chance to unlock significant liquidity, reduce taxes on the sale, preserve the company’s legacy, and retain a stake in the business’s future success.

Read More
Entrepreneurs, Wealth ManagementDavid Flores Wilson, CFP®, CFA, CEPA®Sincerus AdvisoryESOPs, Business Owner Personal Financial Planning, business owner wealth management, CFP exit planning, exit planning for NYC entrepreneuers, NYC financial planning for business owners and founders, Founder exit options, ESOP wealth management, ESOP financial planning