Episodes
Monday Mar 06, 2023
What kind of trusts should founders consider?
Monday Mar 06, 2023
Monday Mar 06, 2023
See how a two-phased approach to estate planning can offer short and long-term benefits to founders as their financial, professional and personal lives evolve.
Ann Lucchesi, Managing Director, SVB Access
Gerald Baker, Head of Wealth Strategies
Friday Feb 10, 2023
How can founders qualify for their first home mortgage?
Friday Feb 10, 2023
Friday Feb 10, 2023
Learn how founders have overcome the two biggest barriers to home ownership.
Mortgage eligibility and company financial reviews are two significant hurdles founders face when considering a home purchase. Hear effective ways to address these all-too-common obstacles.
Thursday Jan 26, 2023
Why the timing of an LLC to C-corp conversion may offer significant tax savings
Thursday Jan 26, 2023
Thursday Jan 26, 2023
Structuring your business as a C-corp is an essential step for QSBS eligibility.
Hear how the structure of your company may substantially impact your taxes during an upcoming liquidity event.
- LLCs and S corporation business structures offer benefits but may cause you to miss substantial tax savings under the Qualified Small Business Stock exclusion.
- Structuring your company as a C corporation is a requirement to qualify for the QSBS exclusion.
- The potential tax savings via the QSBS exclusion is the greater of $10 million or 10 times your cost basis, whichever is higher.
Ann Lucchesi, Managing Director, SVB Access
Danielle Greene, Managing Director, Fiduciary Advisor
Wednesday Jan 18, 2023
Getting acquired before your shares are QSBS eligible? Here are three common scenarios.
Wednesday Jan 18, 2023
Wednesday Jan 18, 2023
Hear how you may still qualify for the QSBS tax exclusion across multiple acquisition types, prior to hitting the 5-year holding period.
Wednesday Jan 11, 2023
Why founders need prenups and how to structure them
Wednesday Jan 11, 2023
Wednesday Jan 11, 2023
Prenuptial agreements can be especially beneficial to business founders and entrepreneurs. Hear ways that could help you avoid the common pitfalls and create a well-drafted prenup.
Tuesday Jan 03, 2023
How do I plan for my own liquidity as I grow my company?
Tuesday Jan 03, 2023
Tuesday Jan 03, 2023
During our second episode, hear how successful founders pursue personal liquidity during company growth stages to help reduce risk and fund their family’s day-to-day expenses.
Ann Lucchesi, Managing Director, SVB Access
Dave Buxton, Private Wealth Advisor
Wednesday Dec 21, 2022
How do I effectively manage my equity as a founder?
Wednesday Dec 21, 2022
Wednesday Dec 21, 2022
During this podcast, discover the critical factors impacting equity holdings, learn to build an equity foundation and understand the significance of the QSBS exclusion.
Thursday Dec 15, 2022
U.S. dollar strength & the impact on international investing
Thursday Dec 15, 2022
Thursday Dec 15, 2022
What can be done to capitalize on the increased volatility in the global currency markets? Shannon Saccocia, Chief Investment Officer, Emmett Maguire, Head of Multi-Asset Research at SVB Private and Ivan Asensio, Head of FX Risk Advisory for Silicon Valley Bank evaluate recent market activity and discuss investment strategies.
Thursday Sep 22, 2022
Examining the changing landscape of fixed income investing
Thursday Sep 22, 2022
Thursday Sep 22, 2022
Chief Investment Officer, Shannon Saccocia discusses the set of forces driving changes in fixed income securities with SVB Private’s Head of Fixed Income, Garrett Mancini and Silicon Valley Bank’s Head of Asset Management, Patty Kao.
Friday Jun 03, 2022
The hidden value of working with a wealth advisor
Friday Jun 03, 2022
Friday Jun 03, 2022
In today’s turbulent market it’s important for investors to keep a level head as they pursue their financial goals. Chief Investment Officer, SVB Private, Shannon Saccocia, and SVB Private Wealth Advisors Flavia Trento and Ryan Fox discuss the many benefits advisors offer clients that go well beyond investment strategy implementation.