QSBS Webinar Recording

On June 11, Adero Partners hosted a webinar on Tax Planning with Qualified Small Business Stock (QSBS) with special guest Christopher Karachale, a Partner at Hanson Bridgett.

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 which can greatly benefit founders, start-up employees, angel investors, and venture capital partners.

During this webinar, our team provided an introduction to QSBS, discussed qualifications, shared planning opportunities, and presented two case studies. Christopher Karachale shared insights about his experience working with QSBS as a tax attorney in the SF Bay Area, and we answered some questions from the audience. If you have any additional questions, feel free to reach out to our team!

View the webinar recording by clicking the play button below.

Conclusion and Resources

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.

For more information on QSBS, you can explore these resources:

Discover how Adero Partners can help
Optimize Your Wealth with QSBS

Contact Aaron White - aaron@aderopartners.com

Contact Krissy Rhoades - krissy@aderopartners.com

The material provided is for informational and educational purposes only. Adero Partners does not validate material not produced by Adero Partners; sources are cited and links provided. Any opinions expressed do not directly reflect those of Adero Partners. The case studies provided are meant to reinforce the understanding of the educational material provided. This material does not represent advice, a recommendation or solicitation to buy or sell any specific securities or investment. Adero Partners is an advisory firm registered with the Securities and Exchange Commission (“SEC”). SEC registration does not imply a certain level of skill or expertise.   These fictional clients and their hypothetical situations are provided for illustrative purposes only to provide an example of the firm’s client base, process, and methodology. Past performance is no guarantee of future results. The experiences portrayed in these case studies are not representative of all of the firm’s clients or the clients’ experiences. Different types of investments involve varying degrees of risk, and actual results may vary materially than those portrayed herein. An individual’s outcome may vary based on his or her individual circumstances and there can be no assurance that the firm will be able to achieve similar results in comparable situations. No portion of these case studies is to be interpreted as a testimonial or endorsement of the firm’s financial and investment advisory services and it is not known whether the clients referenced approve of the firm or its services. The information contained herein should not be construed as personalized financial or investment advice. Please contact us for additional information with respect to the strategies and/or investments described herein.

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