---
title: VIP Financial Insights | Expert Wealth & Tax Strategies for High Earners | QSBS
description: QSBS | 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®.
---

[![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)

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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](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)
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- [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)

---

[![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>

[![Celebratory illustration titled Pattern IPO](https://vipwealthadvisors.com/hubfs/pattern-ipo.jpg)](https://vipwealthadvisors.com/insights/pattern-ipo)

 September 23, 2025

## [Pattern IPO: What Employees Need to Know About Their Equity Compensation (Updated Post-IPO)](https://vipwealthadvisors.com/insights/pattern-ipo)

[Pattern Group (NASDAQ: PTRN) is now a public company. On September 19, 2025, Pattern made...](https://vipwealthadvisors.com/insights/pattern-ipo)

[![Illustration of CoreWeave IPO stock chart, RSU tax forms, and a checklist for equity compensation planning. Color scheme matches the logo - modern, positive, celebratory vibe.](https://vipwealthadvisors.com/hubfs/coreweave-ipo-equity-guide.jpg)](https://vipwealthadvisors.com/insights/coreweave-ipo-equity-guide)

 August 2, 2025

## [CoreWeave IPO: Your Equity, Taxes, and What to Do Next](https://vipwealthadvisors.com/insights/coreweave-ipo-equity-guide)

[CoreWeave, the AI-hyperscaler, went public on March 28, 2025, pricing its IPO at $40 per share...](https://vipwealthadvisors.com/insights/coreweave-ipo-equity-guide)

[![Digital illustration showing IPO stock chart, RSU tax documents, and equity compensation planning checklist](https://vipwealthadvisors.com/hubfs/figma-ipo-equity-tax-guide.jpg)](https://vipwealthadvisors.com/insights/figma-ipo-equity-tax-guide)

 July 23, 2025

## [Figma IPO: How to Prepare for the Biggest Financial Event of Your Career](https://vipwealthadvisors.com/insights/figma-ipo-equity-tax-guide)

[If you work at Figma and hold equity, the upcoming IPO isn’t just company news; it’s a...](https://vipwealthadvisors.com/insights/figma-ipo-equity-tax-guide)

[![Illustration of Chime IPO stock chart, RSU tax forms, and a checklist for equity compensation planning](https://vipwealthadvisors.com/hubfs/chime-equity-compensation-ipo-tax-strategy.jpg)](https://vipwealthadvisors.com/insights/chime-equity-compensation-ipo-tax-strategy)

 July 17, 2025

## [Chime Equity Compensation: What to Do Now That CHYM Is Public](https://vipwealthadvisors.com/insights/chime-equity-compensation-ipo-tax-strategy)

### [🚀 Chime Just Made Its Nasdaq Debut – What That Means for You On June 12, 2025, Chime hit...](https://vipwealthadvisors.com/insights/chime-equity-compensation-ipo-tax-strategy)

[![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)
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- [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.

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