---
title: VIP Financial Insights | Expert Wealth & Tax Strategies for High Earners | Taxes (5)
description: Taxes | 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®. (5)
---

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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)

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- [RSU](https://vipwealthadvisors.com/insights/topic/rsu)
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- [Business Owner Planning](https://vipwealthadvisors.com/insights/topic/business-owner-planning)
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---

[![Roadmap to Performance Shares](https://vipwealthadvisors.com/hubfs/performance-share-units-psus-explained.jpg)](https://vipwealthadvisors.com/insights/performance-share-units-psus-explained)

 October 8, 2025

## [What Are Performance Share Units (PSUs)? A Complete Guide for Executives and Tech Leaders](https://vipwealthadvisors.com/insights/performance-share-units-psus-explained)

<https://vipwealthadvisors.com/insights/performance-share-units-psus-explained>

<https://vipwealthadvisors.com/insights/performance-share-units-psus-explained>

[Quick summary - [PSUs only pay if performance goals are met](https://vipwealthadvisors.com/insights/performance-share-units-psus-explained#what-are-psus) over a multi-year period...](https://vipwealthadvisors.com/insights/performance-share-units-psus-explained)

[![Rocket labeled QSBS 2.0 lifting off](https://vipwealthadvisors.com/hubfs/qsbs-2025-obbba-section-1202-changes.jpg)](https://vipwealthadvisors.com/insights/qsbs-2025-obbba-section-1202-changes)

 October 7, 2025

## [QSBS 2.0 Explained: How OBBBA 2025 Rewired Section 1202 for Founders & Investors](https://vipwealthadvisors.com/insights/qsbs-2025-obbba-section-1202-changes)

<https://vipwealthadvisors.com/insights/qsbs-2025-obbba-section-1202-changes>

<https://vipwealthadvisors.com/insights/qsbs-2025-obbba-section-1202-changes>

[Quick summary - [3-4-5 holding periods:](https://vipwealthadvisors.com/insights/qsbs-2025-obbba-section-1202-changes#new-regime) 3 yrs = 50%, 4 yrs = 75%, 5+ yrs = 100% (subject to...](https://vipwealthadvisors.com/insights/qsbs-2025-obbba-section-1202-changes)

[![Family education planning concept showing a modern binder labeled 529 Plan with charts, a graduation cap, and a subtle estate plan overlay on a clean desk.](https://vipwealthadvisors.com/hubfs/unlock-529-plans-tax-benefits-ownership-advanced-strategies.jpg)](https://vipwealthadvisors.com/insights/unlock-529-plans-tax-benefits-ownership-advanced-strategies)

 October 6, 2025

## [529 Plans for High-Income Families: Tax Rules, Ownership Changes, and Pro Tips](https://vipwealthadvisors.com/insights/unlock-529-plans-tax-benefits-ownership-advanced-strategies)

[If you're planning for education, whether for your children, grandchildren, or future...](https://vipwealthadvisors.com/insights/unlock-529-plans-tax-benefits-ownership-advanced-strategies)

[![LLCs Explained: Single vs Multi-Member. Split design with wedding rings on one side and IRS tax forms faint in the background.](https://vipwealthadvisors.com/hubfs/llc-taxes-single-vs-multi-member-qjv-1.jpg)](https://vipwealthadvisors.com/insights/llc-taxes-single-vs-multi-member-qjv)

 October 3, 2025

## [LLC Taxes: Single vs Multi-Member Rules & Spouse QJV Election](https://vipwealthadvisors.com/insights/llc-taxes-single-vs-multi-member-qjv)

[The Limited Liability Company (LLC) is one of the most common business structures for small...](https://vipwealthadvisors.com/insights/llc-taxes-single-vs-multi-member-qjv)

[![Wall Street sign with a glowing Nasdaq ticker board behind it. In the center, bold digital display with GEMI stock symbol glowing.](https://vipwealthadvisors.com/hubfs/gemini-ipo-initial-public-offering-guide.jpg)](https://vipwealthadvisors.com/insights/gemini-ipo-initial-public-offering-guide)

 September 30, 2025

## [Inside the Gemini IPO: How Initial Public Offerings Work and What Investors Should Know](https://vipwealthadvisors.com/insights/gemini-ipo-initial-public-offering-guide)

[On a warm Friday morning, September 12th, 2025, in New York, the name GEMI appeared on the...](https://vipwealthadvisors.com/insights/gemini-ipo-initial-public-offering-guide)

[![Sketch-style Jenga tower built from company stock certificates, wobbling and leaning as a hand removes a piece.](https://vipwealthadvisors.com/hubfs/stock-option-exercise-strategies-wealth-taxes.jpg)](https://vipwealthadvisors.com/insights/stock-option-exercise-strategies-wealth-taxes)

 September 29, 2025

## [Stock Option Exercise Strategies: Maximize Wealth and Minimize Taxes](https://vipwealthadvisors.com/insights/stock-option-exercise-strategies-wealth-taxes)

[Employee stock options are among the most powerful wealth-building tools available to...](https://vipwealthadvisors.com/insights/stock-option-exercise-strategies-wealth-taxes)

[![Illustration of a worker contributing to a 401(k), with $145,000 income threshold highlighted and Roth savings shown as tax-free growth.](https://vipwealthadvisors.com/hubfs/145000-roth-catch-up-rule-401k-2027-v2.jpg)](https://vipwealthadvisors.com/insights/145000-roth-catch-up-rule-401k-2027)

 September 25, 2025

## [The $145,000 Roth Catch-Up Rule: What High Earners Must Know for 2026](https://vipwealthadvisors.com/insights/145000-roth-catch-up-rule-401k-2027)

[Retirement planning isn't just about saving money; it's about understanding the ever-changing...](https://vipwealthadvisors.com/insights/145000-roth-catch-up-rule-401k-2027)

[![Minimal fintech-style illustration of StubHub IPO equity compensation with icons for RSUs, stock options, taxes, and diversification strategies.](https://vipwealthadvisors.com/hubfs/stubhub-ipo-rsu-stock-options-tax-guide.jpg)](https://vipwealthadvisors.com/insights/stubhub-ipo-rsu-stock-options-tax-guide)

 September 19, 2025

## [StubHub IPO Guide: What Employees Must Know About RSUs, Stock Options, and Taxes](https://vipwealthadvisors.com/insights/stubhub-ipo-rsu-stock-options-tax-guide)

[The StubHub IPO has officially arrived, marking a significant milestone for the online...](https://vipwealthadvisors.com/insights/stubhub-ipo-rsu-stock-options-tax-guide)

[![Illustration of Schedule C and Schedule E Tax forms for QREP Landlords](https://vipwealthadvisors.com/hubfs/real-estate-professional-tax-strategy.jpg)](https://vipwealthadvisors.com/insights/real-estate-professional-tax-strategy)

 September 18, 2025

## [Real Estate Professional Tax Strategy: Avoid SE Tax, Eliminate NIIT, and Maximize Deductions](https://vipwealthadvisors.com/insights/real-estate-professional-tax-strategy)

[If rental properties are your main business and you've got some consulting or side hustle...](https://vipwealthadvisors.com/insights/real-estate-professional-tax-strategy)

[![Illustration showing icons of real estate, cryptocurrency, and private equity inside a glowing shield, with a yellow caution band below.](https://vipwealthadvisors.com/hubfs/ultimate-guide-self-directed-ira.jpg)](https://vipwealthadvisors.com/insights/ultimate-guide-self-directed-ira)

 September 17, 2025

## [The Ultimate Guide to Self-Directed IRAs: Risks, Rules, and Opportunities for Investors](https://vipwealthadvisors.com/insights/ultimate-guide-self-directed-ira)

[When most people hear "IRA," they think of plain-vanilla investments: mutual funds, ETFs,...](https://vipwealthadvisors.com/insights/ultimate-guide-self-directed-ira)

[![Minimal flat illustration of a taxpayer standing under an IRS safe harbor shield.](https://vipwealthadvisors.com/hubfs/irs-safe-harbor-rules-estimated-taxes.jpg)](https://vipwealthadvisors.com/insights/irs-safe-harbor-rules-estimated-taxes)

 September 15, 2025

## [The IRS Safe Harbor Rules Explained: Why Following the Rules Can Still Leave You With a Tax Bill](https://vipwealthadvisors.com/insights/irs-safe-harbor-rules-estimated-taxes)

[Let me tell you a story. A new client of mine, let's call her Sarah, is a brilliant tech...](https://vipwealthadvisors.com/insights/irs-safe-harbor-rules-estimated-taxes)

[![Illustration comparing SARs, stock options, and RSUs.](https://vipwealthadvisors.com/hubfs/stock-appreciation-rights-sars-guide--.jpg)](https://vipwealthadvisors.com/insights/stock-appreciation-rights-sars-guide)

 September 12, 2025

## [Stock Appreciation Rights (SARs): The Equity Grant Every Professional Should Understand](https://vipwealthadvisors.com/insights/stock-appreciation-rights-sars-guide)

[Equity compensation comes in many flavors. Everyone has heard of stock options and RSUs, but...](https://vipwealthadvisors.com/insights/stock-appreciation-rights-sars-guide)

<https://vipwealthadvisors.com/insights/tag/taxes/page/4> [3](https://vipwealthadvisors.com/insights/tag/taxes/page/3) [4](https://vipwealthadvisors.com/insights/tag/taxes/page/4) [5](https://vipwealthadvisors.com/insights/tag/taxes/page/5) [6](https://vipwealthadvisors.com/insights/tag/taxes/page/6) [7](https://vipwealthadvisors.com/insights/tag/taxes/page/7) <https://vipwealthadvisors.com/insights/tag/taxes/page/6>

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

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