Have you already sold or plan to sell your QSBS stake before the 5-year holding period expires?
5-Year Holding Period for QSBS Eligibility
60 DAYS
TO ROLLOVER
TO ROLLOVER
1st
Qualified
Small
Business
2nd
Qualified
Small
Business
Rollover targets
If you are a stockholder or small business owner stuck in this dilemma, the IRC Section 1045 can help. Under this section, QSBS holders are able to “rollover” gains into another Qualified Small Business.
As a result, the holding time will be “extended” to fulfill the 5-year holding period; however, it can be a challenge to find a Qualified Small Business to invest in within the 60 day time window required by section 1045
That’s where QSBS Expert can help!
We have the largest and most complete database of fully vetted Qualified Small Businesses ready to receive your funds. Our team of highly trained tax professionals collaborates with you to discover the ideal rollover target, removing the complexity, rush, and headache associated with the 60-day window.
Complete the form and we will be in touch.
We’ll guide you through it. Let us help!
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Are you eligible?
Do you want to sell your QSBS stock?
NO
We recommend evaluating your eligibility prospects proactively!
YES
Do you meet the required 5-year holding period?
No worries! According to Section 1045, you can “rollover” gains to another QSBS.
Do you know of another QSBS raising right now?
NO
That’s great! Contact us for advisory services.
YES
We can help! We have the world’s only vetted catalogue of QSBS, prime targets for rollover dollars.
NO
Have you validated QSBS eligibility at the initial QSB and the new target? We can help!
YES
Are you eligible?
Do you want to sell your QSBS stock?
NO
We recommend evaluating your eligibility prospects proactively!
YES
Do you meet the required 5-year holding period?
YES
That’s great! Contact us for advisory services.
NO
No worries! According to Section 1045, you can “rollover” gains to another QSBS.
Do you know of another QSBS raising right now?
NO
We can help! We have the world’s only vetted catalogue of QSBS, prime targets for rollover dollars.
YES
Have you validated QSBS eligibility at the initial QSB and the new target? We can help!
This article does not constitute legal or tax advice. Please consult with your legal or tax advisor with respect to your particular circumstance.