Qualified Small Business Stock ("QSBS") tax benefits can be life changing.

Section 1202 of the Tax Code allows you to sell your company shares that qualify as QSBS and potentially exclude from capital gains tax up to $10 million (or 10x your tax basis), or more with planning.

Like many other tax incentives, there are numerous requirements to qualify (company-level and shareholder-level).

We can help you learn how QSBS works and make sure you do what is required every year to protect your tax benefits.

Sign up for access to a variety of resources designed to help you.


I'm a tax attorney and have worked on hundreds of millions of dollars in M&A deals, and have helped many high-net-worth and ultra-high-net-worth individuals and families with all types of tax and wealth planning.

Follow @QSBS_Tax on X (twitter) for more learning.

    We respect your privacy. Unsubscribe at any time.