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.

Chad Gumm, LD, LLM, Director, Moss Adams

Chad has worked in public accounting since 2001. He specializes in the tax implications of M&A transactions, including tax due diligence, tax structuring, and federal income tax research, writing, and technical analysis. He advises private equity and strategic corporate clients on the applicable federal and state income tax issues and the potential tax benefits and disadvantages of entering into both domestic and cross-border transactions.

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.