This engaging session, led by financial planner Kevin Brady, is designed to equip financial advisors with an in-depth understanding of Qualified Small Business Stock (QSBS) and its significant role in tax, legal, and financial planning strategies. As the landscape of investment opportunities evolves, leveraging QSBS can offer substantial tax advantages under Section 1202 of the Internal Revenue Code, which provides for a partial or complete exclusion of gains from federal income tax when certain conditions are met. This workshop will guide participants through the complex criteria and strategic considerations necessary for advising clients effectively on the acquisition, management, and divestment of QSBS.
Please note: Quiz is for informational purposes only. It is not eligible for Continuing Education (CE) credit. Please click here if you would like to view our CE-eligible self-study courses.
