Section 1045 Rollovers

1045 exchange

What is a 1045 Exchange?

Not sure if the stock you’re invested in is QSBS, learn more about our QSBS Monitoring Platform Section 1045 of the tax code defines how to perform a qualified rollover of Qualified Small Business Stock, or QSBS. Here are the basics of QSBS. A business must meet three qualifications to … Read More

QSBS Stock Options

QSBS + Stock Options = Maximized Returns If you are an employee or contractor and you have received stock options there are a few questions that are imperative to ask upfront (i) what are the tax effects, (ii) when should I exercise my stock options, (iii) do my … Read More