The Qualified Small Business Stock (QSBS) exemption has long been a powerful tool to attract investment to startups and small businesses. Since its introduction under Section 1202 of the U.S.
This article provides a more comprehensive and enriched perspective, expanding upon the original piece authored by our co-founder, Peyton Carr. Initially published in Barron’s on December 11, 2023. The
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
This article was originally published on November 8, 2021 on TechCrunch.com. Written by Peyton Carr. The tax code includes provisions designed to encourage innovation and entrepreneurial risk-taking, particularly in the
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
When a founder has an exit, valuation seems to get a lot of attention. However, too much focus on valuation can sometimes lead to a neglect of personal financial planning
In the intricate dance of startup exit strategy, the spotlight often shines on Qualified Small Business Stock (QSBS) and the potent tax advantages under Section 1202. While much has been
As a startup founder, the potential to amass significant personal wealth can become a very tangible reality. And it can happen quickly. However, it’s important to remember that with increased
New York City
Los Angeles
Denver
Sign up to receive our quarterly newsletter filled with timely insights & information
© 2025 Keystone Global Partners | Disclosures | Form CRS | Investment Adviser Public Disclosure | Terms of Use
Keystone Global Partners LLC is an SEC Registered Investment Advisor
