Mani Mahadevan

Democratizing tax mitigation at

Playing infinite games with long term people

Prev: Apple Card @GoldmanSachs @Medallia (IPO) @McKinsey

[Mani Mahadevan @ManiMahadevan]

Bolt just did something radical.

They rolled out highly risky stock option program for their employees and didn’t cover the nuance and downside so their CEO could klout chase.

Many companies have done this before but here is what Bolt employees missed out on

Let’s dive in 👇👇

[Mani Mahadevan @ManiMahadevan]

@polyaivoice Polyai

[Mani Mahadevan @ManiMahadevan]

@matthewstoller In which deal have people been screwed in the capital stack? Having worked with individuals who are in the capital stack across most of these deals, they are getting distributed dividends for the ‘sale value’ and keeping their shares in the company…

[Mani Mahadevan @ManiMahadevan]

How Nvidia’s Founder Avoided Billions in Estate Tax & How You To Copy His Strategies https://t.co/PwyxUVPKCQ

[Mani Mahadevan @ManiMahadevan]

The Founder’s Dilemma: QSBS & Gifting Timing - Valur Webinar https://t.co/8DCySViWiv

[Mani Mahadevan @ManiMahadevan]

Tax Moves Before Year-End - Valur Webinar https://t.co/jU7dPk8CV5

[Mani Mahadevan @ManiMahadevan]

Tax Moves Before Year-End - Valur Webinar https://t.co/3UEWcbE8qG

[Mani Mahadevan @ManiMahadevan]

@jasonlk @ankurnagpal More common than you would guess

[Mani Mahadevan @ManiMahadevan]

Live! Holistic Estate Planning & PPLI: Strategies for Preserving More Wealth https://t.co/HOFELXI3rg

[Mani Mahadevan @ManiMahadevan]

Live Webinar! QSBS Stacking Demystified: Timing Your Trusts for Maximum Benefit https://t.co/CqVuzp1YtQ

[Mani Mahadevan @ManiMahadevan]

Live Webinar! Spigot NIMCRUTs: The Smarter Way to Cut Taxes, Grow Wealth & Give Back https://t.co/A2UQoSvZ0G

[Mani Mahadevan @ManiMahadevan]

Live Webinar! Transferring wealth to beneficiaries efficiently: Optimizing GRATs beyond the basics https://t.co/dE99X3HXnY

[Mani Mahadevan @ManiMahadevan]

@rrhoover We see this happening with more and more financial advisors today. The most interesting nuance is that advisors don’t want clients knowing they use AI (today).

[Mani Mahadevan @ManiMahadevan]

For everyone afraid they aren’t qualified for a job, Lina Khan should give you hope.

Trying to claim a win on innovation after killing scores of startups and reducing investment in America’s innovation economy because Figma had a successful IPO is either ignorant or stupid.

Excited for the writer who just interviews the hundreds of founders who had their companies killed due to Lina Khan’s grade school view of technology markets and competition.

[Lina Khan @linamkhan]

A great reminder that letting startups grow into independently successful businesses, rather than be bought up by existing giants, can generate enormous value.

A win for employees, investors, innovation, and the public.

[Mani Mahadevan @ManiMahadevan]

@crosbyventures @ShenLucinda @AnnBerry_NYC No…there are many better ways to capture the upside and avoid taxes. Giving to charity won’t personally get you ahead, at best it’s break even.

[Mani Mahadevan @ManiMahadevan]

Live Webinar! From getting rich to staying rich: Principles to retaining and building generational wealth https://t.co/u2TTmPs4Hv

[Mani Mahadevan @ManiMahadevan]

Key Tax Bill Changes and Opportunities https://t.co/rxhu0jAyey

[Mani Mahadevan @ManiMahadevan]

Oil & Gas Investments Uncovered: Strategies, Risks And Real-world Insights https://t.co/OEzyXL0Jhj

[Mani Mahadevan @ManiMahadevan]

Irrevocable Life Insurance Trusts (ILITs) & How They Can Supercharge Your Estate Plan https://t.co/rbNlUw22w7

[Mani Mahadevan @ManiMahadevan]

Finally, a quick word about Valur: We’ve built a platform to help people reduce their taxes by 6 figures or more by giving them access to the tax and wealth-building tools typically reserved for ultra-rich individuals.

From picking the best strategy to taking care of all the setup and ongoing overhead, we make things simple. And the results are real: we have helped create more than $3 billion in additional wealth for our customers.

If you’d like to learn more about QSBS or other tax mitigation strategies to reduce your taxes and how we can help, schedule a call with us!

https://t.co/r67YKU2OM1

[Mani Mahadevan @ManiMahadevan]

Founders, employees, and investors, listen up! There’s a massive tax-saving hack that allows you to pay $0 taxes when a business sells, but too many in the startup world ignore: Qualified Small Business Stock or QSBS.

If done correctly, you can even multiply the benefit on exits up to $500M!

Here’s everything you need to know:

[Mani Mahadevan @ManiMahadevan]

Want to dig deeper?

I’ve got one solid resource for you:

• QSBS 101 - A thorough webinar on everything QSBS, including special QSBS rules for both taxpayers and corporations.