Adero QSBS Guide

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.

Qualified Small Business Stock (QSBS) Guide - Page 1

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Understanding QSBS tax planning is essential for founders, start-up employees, angel investors, and venture capital partners. A wealth advisor with tax expertise can help you identify QSBS and navigate the various rules and planning opportunities.

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The material presented is for educational and illustration purposes only. The case studies provided are meant to reinforce the understanding of the educational material provided. The material presented is not meant to be a recommendation and or solicitation to buy or sell any securities. Adero Partners is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”). SEC registration does not imply a certain level of skill or expertise.

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