On page 2,316 of the US Tax Code under IRC Section 1202 you will find a $10,000,000 capital gains exclusion for Qualified Small Business Stock (QSBS). That’s right, if you have QSBS and meet the required holding period you can exclude the greater of $10,000,000 or 10 times your cost basis on a stock sale. This article covers one of the best individual tax benefits available today and includes the qualifications, planning opportunities, some frequently asked questions, and two client case studies. Understanding QSBS tax planning is essential for […]

Qualified Small Business Stock (QSBS) is one of the best individual tax benefits available today. Under current tax law, the IRS provides a $10,000,000 capital gains exclusion under Section 1202 of the US Tax Code. The following QSBS guide includes the required stock qualifications, planning opportunities, some frequently asked questions, and state tax considerations. Additional […]

On March 28, Adero Partners hosted a webinar on Managing Concentrated Stock with Exchange Funds with special guest Srikanth Narayan, the Founder and CEO of Cache. Exchange Funds are designed for high-net-worth individuals with concentrated stock to provide diversification without generating a taxable gain. During the webinar, our team provided an introduction to Exchange Funds, […]

For highly compensated employees, executives, and private equity partners, managing wealth often means navigating the complexities of concentrated stock holdings and tax implications. In this guide, we explore Exchange Funds—a powerful financial tool. Discover how Exchange Funds enable diversification of concentrated stock while deferring taxes […]

High-net-worth individuals often find themselves facing a myriad of financial challenges. Managing taxes, maximizing equity compensation, and evaluating alternative investments can be overwhelming, especially for those with complex financial situations […]