Qualified Small Business Stock Tax Strategies

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Start time:
September 17, 2024 10:00 AM PT
Duration:
1 hour
Location:
Online
Credits:
1
Contact:
Olivia Schultz, Moss Adams, 206-302-6347
Cost to attend:
Complimentary

Company executives should understand that the potential tax savings that a gain exclusion under Internal Revenue Code (IRC) Section 1202 could provide to investors is an important consideration in how transactions are structured and documented.

Whether your company is going through a transaction and receiving requests from shareholders to verify if their stock is qualified small business stock (QSBS) or if you’re at the beginning of an investment and already planning for a future exit, there are several considerations and analyses needed.

Join us for our webcast, Qualified Small Business Stock Tax Strategies, in which we’ll discuss the following topics:

  • The basic requirements of QSBS

  • Pitfalls to avoid

  • Planning strategies

View the full webcast series here.

Register

Speakers

Jennifer Menendez, CPA, Managing Director, Moss Adams

Jennifer has practiced public accounting since 2005. She leads the Transaction Tax Projects Group within the M&A tax group. Jennifer serves both privately and publicly held companies as well as private-equity firms in several industries and has extensive knowledge and experience in tax structuring, modeling, tax due diligence, Section 382, Section 280G and other transaction issues.

Meghan Andersson, Senior Manager, Moss Adams

Meghan has worked in public accounting since 2015. She specializes in the tax implications of M&A transactions, corporate tax compliance and consulting issues, and federal income tax research, writing, and technical analysis. Her experience includes serving public and privately held companies across a wide range of industries.

Registration Form

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CPE Information

Program Level:
Overview
Credits:
Finance: 1
Delivery Method:
Webcast
Learning Objectives:

After completing this training, participants will be able to create a plan to boost the value of your small business investment; identify how to qualify for QSBS; and define the basic requirements of QSBS.

Prerequisites:
None
Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Olivia Schultz at 206-302-6347 or send her an email.

Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Related Topics

QSBS Tax Strategies, Factors to Consider to Help Boost Your Portfolio
How the QSBS Tax Exemption Can Lead to Additional Benefits