QSBS Exemption Guidelines

Qualifying for Exclusion: 5-year Holding Period

The stock has to be held for more than 5 years in order to qualify as “eligible gains” for QSBS purposes. (as per Section 1202(b)(2)). Although this is true it is possible to maintain your timeline if the stock is sold early using Section 1045. There … Read More

QSBS Exemption Guidelines FAQ

History of Section 1202 Qualified Small Business Stock (QSBS)

On January 24, 1963, John F. Kennedy quotes, “The tax on capital gains directly affects investment decisions, the mobility and flow of risk capital from static to more dynamic situations, the ease or difficulty experienced by new ventures in obtaining capital, and thereby the strength and potential … Read More

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