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    Personal Financial Considerations for Entrepreneurs: Preserving What You're Working Hard to Build

     

    As an entrepreneur and business leader you are on the path to creating a legacy to last a lifetime. Your time and energy is focused on growing your business – the best decisions for growth, how to prosper within your industry, and most effective utilization of capital.

    Many entrepreneurs aren’t able to allocate resources to managing their personal financial situation. All too often, opportunities are missed that can reduce current and future tax burdens and fortify your legacy and your family’s future.

    At this webinar, Lake Street Partners, Joe Chase and Carolyn Decker, join with the MIT eForum to present the unique financial strategies to take advantage of as a startup founder and how to align these strategies with long-term goals.

    Come and learn:

    • How can I prepare, diversity, optimize, and maximize my investments?
    • How can I take advantage of Qualified Small Business Stock (QSBS) to shield capital gains?
    • What are the important tax differences and pitfalls of stock options?
    • When should I leverage the use of a life insurance policy?
    • What should I have in place for basic estate documents?

    Focus Financial Partner

    Information on this website is directed toward U.S. residents only. Lake Street Advisors Group, LLC only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.  Please note that the information contained in or linked to this site is not intended to be taken as investment, accounting, tax or legal advice, nor should it be construed to serve as a substitute for consultation with professional accounting, tax, legal or other competent advisors.

    *Lake Street Advisors, LLC was originally formed in 2003. In April 2017, Lake Street Advisors, LLC withdrew its registration and became registered as Lake Street Advisors Group, LLC when the firm joined Focus Financial Partners.

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