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NEXT Webinar: Using Qualified Small Business Stock to Avoid Taxes for Founders and Investors

November 1, 2023 @ 11:00 am - 12:00 pm EDT

Virtual Event Virtual Event

When a person receives stock in the company—whether it is a founder who gets stock on formation, an employee who gets restricted stock or exercises stock options, or an investor who purchases preferred stock, they may be able to eliminate tax on all or a large portion of their gain when they sell. These tax benefits arise for stock that meets the criteria for Qualified Small Business Stock (QSBS) under §1202 of the IRC, and the QSBS tax break can save stakeholders tax on up to $10M in capital gains.

People who are not aware of the existence and benefits of QSBS may be missing out on large potential tax savings. Join our webinar to learn:

• The benefits of QSBS

• Key compliance requirements

• Planning opportunities

• Potential traps for the unwary in the use of Section 1202

• Opportunities to maximize its benefits

Presented by NEXT Co-Chairs Anthony Millin and Larry Bard and Shulman Rogers Tax Practice Lead and Shareholder Bob Canter.

Details

Date:
November 1, 2023
Time:
11:00 am - 12:00 pm EDT
Event Category:
Webinars
Register

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