How to Increase Your QSBS Exclusion with Trusts
If you hold QSBS acquired on or before July 4, 2025 and have cleared the five-year mark, you are eligible for the exclusion, but only up to $10 million per
September 25, 2026
If you hold QSBS acquired on or before July 4, 2025 and have cleared the five-year mark, you are eligible for the exclusion, but only up to $10 million per
Each properly structured non-grantor trust you fund with QSBS gets its own Section 1202 exclusion cap. Here is what that requires and where founders lose it before closing. This article
Trump Accounts opened for contributions on July 4, 2026. Here is how they work, where they fit alongside the accounts you may already own, and, the part most coverage skips,
Last updated: September 2026 | Source: Tax Foundation 2026 State Individual Income Tax Rates and Brackets (full source list at the end of this article) State capital gains rates
If you’re a founder staring down a $30 million personal exit, here’s a harsh reality: Section 1202’s qualified small business stock (QSBS) exclusion caps out at $10 million per person,
You’ve spent years building something. Now, with an exit on the horizon, the question shifts from how to grow the company to how much of the proceeds you actually get
Most founders research the Section 1202 exclusion, learn their per-person cap, and stop there. The per-person cap ($10 million for stock issued on or before July 4, 2025, $15 million
Here’s something most founders don’t fully grasp until they’re already in a deal: the QSBS exclusion doesn’t scale with the size of your company’s exit. It scales with the number
Planning to sell your business in the next 12 to 36 months? Your current state of residence could cost you millions in unnecessary taxes on that exit. A California founder
Section 1202 of the Internal Revenue Code offers entrepreneurs and early-stage investors one of the most powerful federal tax benefits available: the ability to exclude up to 100% of eligible
Selling Qualified Small Business Stock (QSBS) can mean the difference between paying zero federal taxes or writing an eight-figure check to the IRS. A founder with $40 million in qualifying
Understanding QSBS holding-period rules can mean the difference between paying no federal tax on eligible gain and losing millions in exclusions. A founder who sells stock after 36 months forfeits