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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
October 29, 2026

QSBS Stacking: How Founders Can Exclude $30M, $50M or More

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...

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Digital illustration showing IPO stock chart, RSU tax documents, and equity compensation planning checklist
July 23, 2025

Figma IPO: How to Prepare for the Biggest Financial Event of Your Career

If you work at Figma and hold equity, the upcoming IPO isn’t just company news; it’s a...

Dark blue financial illustration with trust documents, stock charts, IRS forms, and a philanthropic giving theme representing a Charitable Remainder Trust strategy.
July 7, 2025

Avoiding Capital Gains on Concentrated Stock: Use a Charitable Remainder Trust

If you've worked at a tech company, university, or research institution for several years,...

Blurple digital illustration showing graphs and Stripe logo
July 4, 2025

Stripe Equity Just Vested? Here’s What to Do Next

Your Stripe Equity Just Vested—Now What?

Stripe, the global payments giant valued at over $65...

Databricks logo over financial charts, symbolizing pre-IPO equity planning for employees
June 20, 2025

Databricks Equity Compensation: A Pre-IPO Playbook for Employees

Databricks has quickly become one of Silicon Valley’s most valuable private companies, with a...

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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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