---
title: VIP Financial Insights | Expert Wealth & Tax Strategies for High Earners | Mark Stancato, CFP®, EA, ECA, CRPS® (6)
description: Mark Stancato, CFP®, EA, ECA, CRPS® has over 20 years of experience advising high-net-worth clients, including tech executives, real estate investors, and entertainment professionals. He specializes in tax strategy, equity compensation, and multi-stream income planning—offering white-glove guidance and highly personalized financial solutions. (6)
---

[![VIP Wealth Advisors](https://vipwealthadvisors.com/hs-fs/hubfs/VIP_WEALTH_ADVISORS_LOGO_WEB_334x80_WHITE.png?width=334&height=80&name=VIP_WEALTH_ADVISORS_LOGO_WEB_334x80_WHITE.png "VIP Wealth Advisors")](https://vipwealthadvisors.com)

- [Services](https://vipwealthadvisors.com/services) 
    - [Financial Planning](https://vipwealthadvisors.com/financial-planning)
    - [Tax Planning](https://vipwealthadvisors.com/tax-planning)
    - [Investment Management](https://vipwealthadvisors.com/investment-management)
    - [Estate Planning](https://vipwealthadvisors.com/estate-planning)
    - [IPO Planning](https://vipwealthadvisors.com/ipo-planning)
    - [Stock Options](https://vipwealthadvisors.com/stock-option-exercise-strategies)
    - [Cash Flow & Liquidity Planning](https://vipwealthadvisors.com/cash-flow-liquidity-planning)
    - [Insurance Review & Recommendations](https://vipwealthadvisors.com/insurance-review)
    - [Retirement Planning](https://vipwealthadvisors.com/retirement-planning)
    - [Education Planning](https://vipwealthadvisors.com/education-planning)
    - [Cryptocurrency](https://vipwealthadvisors.com/cryptocurrency)
    - [Home Purchase & Income Properties](https://vipwealthadvisors.com/income-property-home-purchase)
- [Pricing](https://vipwealthadvisors.com/pricing)
- [About](https://vipwealthadvisors.com/about) 
    - [How it Works](https://vipwealthadvisors.com/how-it-works)
    - [Investment Philosophy](https://vipwealthadvisors.com/insights/investment-strategy)
    - [Press](https://vipwealthadvisors.com/press)
    - [Professional Affiliations](https://vipwealthadvisors.com/professional-affiliations)
    - [Credentials](https://vipwealthadvisors.com/cfp-designations)
    - [What VIP Really Means](https://vipwealthadvisors.com/insights/story-behind-vip-wealth-advisors)
- [Insights](https://vipwealthadvisors.com/media-hub) 
    - [Articles](https://vipwealthadvisors.com/insights)
    - [Videos](https://www.youtube.com/@MarkThePrivateCFO)
- [Contact](https://vipwealthadvisors.com/contact)
- [Client Portal](https://vipwealthadvisors.com/client-portal)

<https://vipwealthadvisors.com/insights/author/mark-stancato-cfp/page/6#modal-full>

Hit enter to search or ESC to close

[.](https://vipwealthadvisors.com/client-portal)

<https://vipwealthadvisors.com/insights/author/mark-stancato-cfp/page/6#modal-full>

Hit enter to search or ESC to close

# Insights

Deep dive into the topics we cover with clients when navigating their journey to financial independence and beyond.

![QSBS Stacking: How Founders Can Exclude $30M, $50M or More](https://vipwealthadvisors.com/hubfs/qsbs-stacking-section-1202-exclusion-trusts.jpg)

 October 29, 2026

## [QSBS Stacking: How Founders Can Exclude $30M, $50M or More](https://vipwealthadvisors.com/insights/qsbs-stacking-strategies-section-1202)

[QSBS stacking may allow founders and early investors to multiply Section 1202 capital-gains exclusions across genuinely separate qualifying taxpayers, potentially shielding tens of millions of...](https://vipwealthadvisors.com/insights/qsbs-stacking-strategies-section-1202)

- [All](https://vipwealthadvisors.com/insights)
- [Taxes](https://vipwealthadvisors.com/insights/topic/taxes)
- [Financial Planning](https://vipwealthadvisors.com/insights/topic/financial-planning)
- [Equity Compensation](https://vipwealthadvisors.com/insights/topic/equity-compensation)
- [Investments](https://vipwealthadvisors.com/insights/topic/investments)
- [RSU](https://vipwealthadvisors.com/insights/topic/rsu)
- [Retirement](https://vipwealthadvisors.com/insights/topic/retirement)
- [Business Owner Planning](https://vipwealthadvisors.com/insights/topic/business-owner-planning)
- [Tax Policy & Legislation](https://vipwealthadvisors.com/insights/topic/tax-policy-legislation)

---

[![Illustration of a 2026 financial planning checklist highlighting retirement, tax, and equity compensation strategies.](https://vipwealthadvisors.com/hubfs/2026-Planning-Checklist-Landing-2%20(1).jpg)](https://vipwealthadvisors.com/insights/2026-financial-planning-checklist)

 December 15, 2025

## [2026 Financial Planning Checklist for High-Income Professionals](https://vipwealthadvisors.com/insights/2026-financial-planning-checklist)

<https://vipwealthadvisors.com/insights/2026-financial-planning-checklist>

[![Brand image illustrating the meaning of VIP Wealth Advisors and the philosophy of Very Intentional Planning.](https://vipwealthadvisors.com/hubfs/story-behind-vip-wealth-advisors.jpg)](https://vipwealthadvisors.com/insights/story-behind-vip-wealth-advisors)

 December 10, 2025

## [The Story Behind the Name VIP Wealth Advisors](https://vipwealthadvisors.com/insights/story-behind-vip-wealth-advisors)

[In the wealth management industry, the term "VIP" has traditionally carried a very specific...](https://vipwealthadvisors.com/insights/story-behind-vip-wealth-advisors)

[![Inflation-adjusted price chart of gold from 1960 to 2025 illustrating long-term volatility and boom-bust cycles.](https://vipwealthadvisors.com/hubfs/gold-vs-silver-reality-check-investors-need.jpg)](https://vipwealthadvisors.com/insights/gold-vs-silver-reality-check-investors-need)

 December 9, 2025

## [Is Gold a Good Investment? Debunking the 'Safe Haven' Myth with 60 Years of Data](https://vipwealthadvisors.com/insights/gold-vs-silver-reality-check-investors-need)

[The markets feel precarious. Headlines warn of an AI-driven bubble. Investors are...](https://vipwealthadvisors.com/insights/gold-vs-silver-reality-check-investors-need)

[![Illustration of private equity fund structure showing realized and unrealized carried interest.](https://vipwealthadvisors.com/hubfs/carried-interest-private-equity-guide.jpg)](https://vipwealthadvisors.com/insights/carried-interest-private-equity-guide)

 December 2, 2025

## [Carried Interest Explained: How Private Equity Carry Really Works](https://vipwealthadvisors.com/insights/carried-interest-private-equity-guide)

<https://vipwealthadvisors.com/insights/carried-interest-private-equity-guide>

[![A multigenerational family gathered around a table during the holidays, discussing documents, finances, and future plans in a warm, organized setting.](https://vipwealthadvisors.com/hubfs/year-end-family-money-conversations.jpg)](https://vipwealthadvisors.com/insights/year-end-family-money-conversations)

 November 28, 2025

## [10 Essential Year-End Money Conversations to Have With Family Now](https://vipwealthadvisors.com/insights/year-end-family-money-conversations)

<https://vipwealthadvisors.com/insights/year-end-family-money-conversations>

[![Rocket-shaped QSBS certificate launching from an 83(b) base.](https://vipwealthadvisors.com/hubfs/83b-election-guide-founders-tech-executives-2.jpg)](https://vipwealthadvisors.com/insights/83b-election-guide-founders-tech-executives)

 November 25, 2025

## [83(b) Elections: A High-Stakes Tax Move for Founders](https://vipwealthadvisors.com/insights/83b-election-guide-founders-tech-executives)

<https://vipwealthadvisors.com/insights/83b-election-guide-founders-tech-executives>

[![Warm holiday fireplace scene with a desk holding a digital countdown clock and an iPad displaying a year-end equity compensation checklist.](https://vipwealthadvisors.com/hubfs/stock-options-amt-year-end-planning-.jpg)](https://vipwealthadvisors.com/insights/stock-options-amt-year-end-planning)

 November 19, 2025

## [2025 AMT Planning for Stock Options: What To Do Before Year-End](https://vipwealthadvisors.com/insights/stock-options-amt-year-end-planning)

<https://vipwealthadvisors.com/insights/stock-options-amt-year-end-planning>

[![Stacked Bitcoin and Ethereum coins arranged on a matte surface with soft cinematic lighting and a blurred financial document background.](https://vipwealthadvisors.com/hubfs/irs-form-1099-da-crypto-reporting-2026.jpg)](https://vipwealthadvisors.com/insights/irs-form-1099-da-crypto-reporting-2026)

 November 18, 2025

## [IRS Form 1099-DA: What Crypto Investors Must Know Before 2026](https://vipwealthadvisors.com/insights/irs-form-1099-da-crypto-reporting-2026)

[The honeymoon period for crypto tax anonymity is over. For years, digital assets lived...](https://vipwealthadvisors.com/insights/irs-form-1099-da-crypto-reporting-2026)

[![Realistic home office desk with laptop showing 2026 retirement plan charts, organized financial documents, coffee mug, and warm natural lighting.](https://vipwealthadvisors.com/hubfs/2026-retirement-plan-limits.jpg)](https://vipwealthadvisors.com/insights/2026-retirement-plan-limits)

 November 17, 2025

## [2026 Retirement Plan Limits: New Opportunities for High Earners](https://vipwealthadvisors.com/insights/2026-retirement-plan-limits)

<https://vipwealthadvisors.com/insights/2026-retirement-plan-limits>

<https://vipwealthadvisors.com/insights/2026-retirement-plan-limits>

[The IRS just released [Notice 2025-67](https://www.irs.gov/pub/irs-drop/n-25-67.pdf) and IR-2025-111, announcing new cost-of-living...](https://vipwealthadvisors.com/insights/2026-retirement-plan-limits)

[![A modern home office workspace with laptop, financial documents, and natural lighting, symbolizing strategic tax planning for business owners.](https://vipwealthadvisors.com/hubfs/home-office-deductions.jpg)](https://vipwealthadvisors.com/insights/home-office-deduction)

 November 12, 2025

## [How to Write Off Your Home Office Without Triggering the IRS](https://vipwealthadvisors.com/insights/home-office-deduction)

[**Turning Your Workspace Into a Strategic Tax Advantage** For business owners and...](https://vipwealthadvisors.com/insights/home-office-deduction)

[![A sleek black Cadillac Escalade parked outside a modern office building, symbolizing the 6,000-pound vehicle rule and bonus depreciation tax savings.](https://vipwealthadvisors.com/hubfs/6000-pound-vehicle-deduction-2025-bonus-depreciation.jpg)](https://vipwealthadvisors.com/insights/how-to-write-off-your-car-for-business)

 November 11, 2025

## [How to Write Off a $100K SUV for Your Business: 100% Bonus Depreciation Explained](https://vipwealthadvisors.com/insights/how-to-write-off-your-car-for-business)

[When Congress passed the 'One, Big, Beautiful Bill Act' (Public Law 119-21) on July 4,...](https://vipwealthadvisors.com/insights/how-to-write-off-your-car-for-business)

[![Historic Wall Street skyline blending into modern digital trading screens, symbolizing 90 years of market evolution and investor protection.](https://vipwealthadvisors.com/hubfs/laws-that-built-wall-street-.jpg)](https://vipwealthadvisors.com/insights/laws-that-built-wall-street)

 November 10, 2025

## [The Laws That Built Wall Street: 90 Years of Rules Every Investor Should Know](https://vipwealthadvisors.com/insights/laws-that-built-wall-street)

[The Crash That Changed Everything. When the stock market collapsed in 1929, nearly half...](https://vipwealthadvisors.com/insights/laws-that-built-wall-street)

<https://vipwealthadvisors.com/insights/author/mark-stancato-cfp/page/5> [4](https://vipwealthadvisors.com/insights/author/mark-stancato-cfp/page/4) [5](https://vipwealthadvisors.com/insights/author/mark-stancato-cfp/page/5) [6](https://vipwealthadvisors.com/insights/author/mark-stancato-cfp/page/6) [7](https://vipwealthadvisors.com/insights/author/mark-stancato-cfp/page/7) [8](https://vipwealthadvisors.com/insights/author/mark-stancato-cfp/page/8) <https://vipwealthadvisors.com/insights/author/mark-stancato-cfp/page/7>

[![VIP Wealth Advisors](https://vipwealthadvisors.com/hubfs/VIP_WEALTH_ADVISORS_LOGO_WEB_334x80_WHITE.png)](https://vipwealthadvisors.com/)

Flat, transparent fees (0% AUM). Integrated planning, tax, and investing— built for high-income, high-complexity households.

[in](https://www.linkedin.com/in/markstancato/) [▶](https://www.youtube.com/@MarkThePrivateCFO) <https://www.tiktok.com/@marktheprivatecfo>

### Explore

- [Pricing](https://vipwealthadvisors.com/pricing)
- [Services](https://vipwealthadvisors.com/services)
- [Book a Call](https://vipwealthadvisors.com/meeting)
- [About VIP](https://vipwealthadvisors.com/about)
- [Credentials](https://vipwealthadvisors.com/cfp-designations)
- [Insights](https://vipwealthadvisors.com/insights)

### Services

- [Financial Planning](https://vipwealthadvisors.com/financial-planning)
- [Tax Filing & Projections](https://vipwealthadvisors.com/tax-planning)
- [Investment Management (0% AUM)](https://vipwealthadvisors.com/investment-management)
- [Equity Compensation](https://vipwealthadvisors.com/stock-option-exercise-strategies)
- [Retirement & FI Planning](https://vipwealthadvisors.com/retirement-planning)
- [Cryptocurrency](https://vipwealthadvisors.com/cryptocurrency)

### Contact

VIP Wealth Advisors  
[(917) 319-8281](tel:+19173198281)  
[planning@vipwealthadvisors.com](mailto:planning@vipwealthadvisors.com)

[Book a Call](https://vipwealthadvisors.com/meeting)

- [Form ADV](https://vipwealthadvisors.com/hubfs/ADV/VIP_ADV_Part_2A_2B_01-19-2026.pdf)
- [Form CRS](https://vipwealthadvisors.com/hubfs/ADV/VIP-Form-CRS-Relationship-Summary.pdf)
- [Privacy Policy](https://vipwealthadvisors.com/privacy-policy)
- [Disclosures](https://vipwealthadvisors.com/disclosures)

VIP Wealth Advisors is a U.S. Securities and Exchange Commission (SEC) registered investment adviser providing fiduciary, fee-only financial planning and investment management to high-net-worth individuals and families nationwide. Information on this site is for educational purposes only and should not be construed as investment, tax, or legal advice. Past performance is not indicative of future results.

©  VIP Wealth Advisors. All rights reserved.

[↑](https://vipwealthadvisors.com/insights/author/mark-stancato-cfp/page/6#top)

[![Financial Planning Association](https://vipwealthadvisors.com/hs-fs/hubfs/FPA-logo.png?width=189&height=100&name=FPA-logo.png "Financial Planning Association")](https://vipwealthadvisors.com/professional-affiliations)

[![XY Planning Network](https://vipwealthadvisors.com/hs-fs/hubfs/XY_Planning_Network.png?width=189&height=100&name=XY_Planning_Network.png "XY Planning Network")](https://vipwealthadvisors.com/professional-affiliations)

[![NAPFA National Association of Personal Financial Advisors](https://vipwealthadvisors.com/hs-fs/hubfs/NAPFA.png?width=189&height=100&name=NAPFA.png "NAPFA National Association of Personal Financial Advisors")](https://vipwealthadvisors.com/professional-affiliations)

[![Fee Only Network Member](https://vipwealthadvisors.com/hs-fs/hubfs/Fee-Only-Network-3.png?width=189&height=100&name=Fee-Only-Network-3.png "Fee Only Network Member")](https://vipwealthadvisors.com/professional-affiliations)