Insights

Section 1202’s Qualified Small Business Stock (QSBS) tax exclusion offers one of the most powerful wealth-building tools available to venture-backed founders. With the potential to eliminate federal taxes on up

The aggregate gross assets test is where many founders lose millions in QSBS benefits without knowing why. You held stock for five years (or, for QSBS issued after July 4,

If you’re researching whether your startup equity qualifies for the Section 1202 tax exclusion, you’re likely sitting on a future exit worth millions. Getting the qualified small business stock (QSBS)

You’ve built a venture-backed tech company heading toward a $50 million personal exit. Your lawyer mentioned QSBS and a $15 million tax exclusion. But what if you could multiply that

If you’re a founder sitting on Qualified Small Business Stock (QSBS) that could generate a $20 million, $40 million, or $100 million personal exit, you already know about Section 1202’s

When you’re anticipating a $40 million exit, the difference between basic QSBS planning and properly executed QSBS stacking can exceed $5 to $10 million in after-tax wealth.That’s where QSBS stacking

When you are sitting on a potential $40 million personal exit from your tech startup, understanding Qualified Small Business Stock (QSBS) eligibility can mean the difference between excluding a substantial

Tender offers have become a common way for founders and early employees to access liquidity before an IPO or acquisition. But if you hold Qualified Small Business Stock (QSBS), a

You understand QSBS basics. You know stacking multiplies your exclusion. But what does that actually look like in practice? Let’s break down a QSBS stacking example with actual numbers, showing

If you’re planning a $20+ million exit, your state of residency determines whether you keep your full federal QSBS tax savings or lose millions to state taxes. Section 1202 now