---
title: VIP Financial Insights | Expert Wealth & Tax Strategies for High Earners | Exit Planning
description: Exit Planning | Explore expert-driven tax strategies, equity compensation tips, and wealth-building insights tailored for high-income professionals. Stay sharp with VIP Financial Insights from Mark Stancato CFP®.
---

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# Insights

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

![Section 351 ETF Exchanges: What the IRS Crackdown Means](https://vipwealthadvisors.com/hubfs/section-351-etf-exchange-concentrated-stock-diversification.jpg)

 October 11, 2026

## [Section 351 ETF Exchanges: What the IRS Crackdown Means](https://vipwealthadvisors.com/insights/section-351-etf-exchanges)

[Section 351 ETF exchanges can still defer capital gains for qualifying diversified portfolios, but new IRS guidance targets prearranged ETF transactions that rapidly swap appreciated securities...](https://vipwealthadvisors.com/insights/section-351-etf-exchanges)

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- [RSU](https://vipwealthadvisors.com/insights/topic/rsu)
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---

[![Business owner reviewing an S corporation tax planning dashboard with seven visual markers for common tax mistakes.](https://vipwealthadvisors.com/hubfs/s-corporation-mistakes-business-owners.png)](https://vipwealthadvisors.com/insights/s-corporation-mistakes-business-owners)

 July 7, 2026

## [7 Expensive S Corporation Mistakes Business Owners Make](https://vipwealthadvisors.com/insights/s-corporation-mistakes-business-owners)

[The most expensive S corporation mistakes usually come from poor execution around salary,...](https://vipwealthadvisors.com/insights/s-corporation-mistakes-business-owners)

[![Two minimalist balance sheets represent corporate internal basis and shareholder external basis, with Form 7203 shown subtly in the background.](https://vipwealthadvisors.com/hubfs/s-corporation-basis-form-7203--.png)](https://vipwealthadvisors.com/insights/s-corporation-basis-form-7203)

 July 3, 2026

## [A Tale of Two Balance Sheets: S Corp Basis Explained](https://vipwealthadvisors.com/insights/s-corporation-basis-form-7203)

[S corporation owners need to understand both internal basis and external basis because these...](https://vipwealthadvisors.com/insights/s-corporation-basis-form-7203)

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

### Explore

- [Pricing](https://vipwealthadvisors.com/pricing)
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### Services

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### Contact

VIP Wealth Advisors  
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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.

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