Qualified Small Business Stock (QSBS) under IRC §1202 offers one of the most powerful tax incentives available to investors and founders—but only if you understand how to use it. In this CE-eligible session, Caleb Powers of U.S. Boston Growth Capital walks you through the core benefits, qualifications, and advanced planning strategies behind QSBS. Learn how investors can potentially exclude 100% of capital gains (up to $10M or 10x basis) and how advisors can bring substantial value by identifying clients who qualify.
Topics include:
- The history and mechanics of §1202
- Entrepreneur and investor eligibility tests
- The $50M gross assets and active business requirements
- The powerful §1045 rollover strategy for reinvesting gains
- Advanced planning tactics like “stacking & packing” for maximizing exclusions
- How to build and maintain a QSBS “paper trail” that satisfies the IRS
If you advise business owners, investors, or high-net-worth individuals, this webinar will give you practical tools to help clients reduce capital gains—and increase after-tax outcomes.
*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.