2026 Tax Strategies for Founders | Part II
2026 Tax Strategies for Founders | Part II: Tax-Savvy Founder moves for Maximizing Equity & Minimizing Liability
Continue the deep dive in part two of the Post-One Big Beautiful Bill & Beyond series with Aprio and Chloe Capital, focusing on the personal side of founder tax strategy. From equity compensation to liquidity events, this session helps founders make informed decisions to maximize value and minimize liability as they prepare for 2026.
You do not need to have attended Part I to benefit from this discussion; all founders are welcome to join and gain actionable insights.
What You’ll Learn
✅ Founder compensation and equity (ISO, NSO, QSBS)
✅ Exit and liquidity planning
✅ Personal tax changes for 2025/2026
✅ State residency and remote work implications
✅ Charitable giving, estate, and wealth-transfer considerations
Who Should Attend
Best for: Founders, Co-Founders, Core Team Members
Open to: All Chloe Capital portfolio and community founders
About the Speakers |
Allie Colman, CPA, MST, Northeast Technology Leader & Tax Partner at Aprio
Allie Colman, CPA, is a Tax Partner at Aprio, where she works closely with technology companies ranging from early-stage startups to large public corporations. With deep expertise in corporate tax (ASC 740), global and multistate compliance, and strategic planning, Allie helps founders navigate the complexities of U.S. tax law — particularly when foreign transactions or evolving regulations come into play. She’s known for her proactive, people-first approach, combining clear communication with creative problem-solving to deliver the best tax outcomes for her clients. Allie holds a BBA in Accounting and Management from Loyola University Maryland and a master’s in Taxation from Rutgers University. She is a licensed CPA in Pennsylvania and an active member of the Association for Corporate Growth and the MS Society.
Sarah F. Garcia, CPA, Tax Partner, Private Client Services at Aprio
Sarah Garcia, CPA, is a Tax Partner in Aprio’s Private Client Services practice, where she works with high-net-worth individuals, family offices, and closely held businesses on strategic tax and wealth planning. With more than a decade of experience advising complex family groups, Sarah brings a proactive, relationship-driven approach to her work — helping clients achieve success through charitable optimization, QSBS analysis, generational education, and long-term wealth transfer planning. She’s especially passionate about empowering clients to make informed financial decisions and preparing younger generations for future success. Sarah holds a BBA from Georgia Southern University and a Master of Accountancy from the University of South Alabama, and is an active member of Next OnBoard, the AICPA, and the Georgia Society of CPAs.
About Chloe Capital
Chloe Capital is a venture capital firm that invests in diverse and women-led technology companies. In addition to investing with a gender and diversity lens, Chloe Capital partners with universities, corporations and foundations like ECMC Foundation and the Richard King Mellon Foundation to host programs that help catalyze fundraising efforts for underrepresented founders. This collaborative approach to early stage investing has resulted in millions raised. Today, more than 50,000 people around the world have joined Chloe Capital’s Movement to turn #FoundersIntoFunders. ChloeCapital.com
About Aprio
Aprio is a Top 25, full-service business advisory, tax, and accounting firm passionate about helping clients achieve what’s next. Since 1952, Aprio has guided individuals, entrepreneurs, and businesses — from early-stage startups to market leaders — across the U.S. and in more than 50 countries. With over 2,300 team members, Aprio delivers advisory, tax, audit, and private client services that help clients build value, drive growth, manage risk, and protect wealth. Aprio.com