Description

If you're a startup founder or early equity holder, this episode could save you millions in taxes. Alessandro Chesser, CEO of Dynasty, unpack Qualified Small Business Stock (QSBS) and how using the right trusts, like Nevada trusts, can protect your assets from lawsuits, creditors, and estate taxes.

You’ll learn:

• What QSBS is and how much tax‑free gain it can offer
• Why early planning is crucial before your shares gain value
• How Nevada & South Dakota trusts work to shield assets and reduce tax exposure
• What “qualified business stock space” means for founders, employees, and investors
• Real examples & strategies for getting started today

Featuring: Dan Pascone & Alessandro Chesser

🧠 Build your legacy, legally tax‑efficiently → ⁠makingsenseofyourmoney.com⁠

#MakingSensePodcast #QSBS #QualifiedSmallBusinessStock #TrustPlanning #AssetProtection #StartupFounders #Dynasty #TaxStrategy #TailoredWealth

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.