Qualified Small Business Stock Tax Strategies

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Presented on September 17, 2024

Chad Gumm, Managing Director, Tax Services
Meghan Andersson, Senior Manager, Tax Services

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.

We’ll discuss the following topics:

  • The basic requirements of QSBS
  • Pitfalls to avoid
  • Planning strategies

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