The landscape of QSBS has undergone a major shift with the introduction of the new QSBS tiered exclusion implemented through the One Big Beautiful Bill Act (OBBBA), signed into law
The passage of the One Big Beautiful Bill Act (OBBBA) on July 4, 2025, has transformed startup equity compensation. Significant updates to QSBS stock now offer new rules for option
On June 30, 2025, New Jersey took a major step by aligning with federal Qualified Small Business Stock (QSBS) rules. Starting January 1, 2026, residents selling QSBS in New Jersey
On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law, introducing the most substantial QSBS tax changes since 2010. These new QSBS changes present game-changing
Update (July 2025) The Senate’s QSBS tax proposal has officially been signed into law as part of the One Big Beautiful Bill Act, ushering in major changes to Section 1202.
As an entrepreneur, you launched your business to generate value. Not only for your customers but also for yourself. Amid your busy schedule, if personal wealth is a priority, the
To access the exceptional tax advantages offered through QSBS, both companies issuing stock and individual shareholders must navigate a set of specific conditions. The QSBS rules are precise and failing
A Qualified Small Business Stock (QSBS) attestation letter is a formal document that certifies a company’s stock as QSBS-eligible under the IRS’s criteria. This letter typically includes critical information such
Navigating the tax landscape for startup founders and investors is complex. However, the Section 1202 gain exclusion provides a significant benefit: excluding gains from the sale of Qualified Small Business
For high-net-worth individuals aiming to minimize tax and maximize assets transferred to beneficiaries, one strategy they can consider is the use of a Grantor Retained Annuity Trust (GRAT). This article
Exit planning can be complex for startup founders and business owners, particularly regarding effective tax planning. One powerful strategy to optimize your exit outcome and reduce tax liabilities while supporting
Company founders and venture capitalists (VCs) alike recognize that starting and investing in early-stage companies not only contributes to economic growth and job creation but also allows them to enjoy
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