FBT attorney Scott Dolson teamed up with QSBSrollover.com to present five episodes for the QSBS, Solved podcast. Hosted by Brady Weller, co-founder of QSBSrollover.com, each episode homes in on a critical aspect of qualified small business stock (QSBS) planning, from the choice of entity and Section 1202’s gain exclusion to reorganizations and rollover transactions under Section 1045.
The QSBS Masterclass Series is designed to be cumulative, starting with QSBS fundamentals before diving into more advanced planning considerations. Stream the episodes below. You can also read the companion article for each episode for more detailed analysis on the topics covered therein.
Part 1: Maximizing QSBS, Section 1202 Planning
Companion article: Maximizing Section 1202’s Gain Exclusion
Part 2: Section 1045, QSBS Rollover Planning
Companion article: Finding Suitable Replacement QSBS – A Section 1045 Primer
Part 3: Substantiating and Documenting QSBS
Companion article: Substantiating the Right to Claim QSBS Tax Benefits
Part 4: QSBS After Conversions and Reorganizations
Companion article: Conversions, Reorganizations, and Recapitalizations Involving QSBS
Part 5: COMING SOON…
QSBS & Tax Planning Services
Led by FBT attorney Scott Dolson, our QSBS and tax planning services team focuses on maximizing each client’s gain exclusion allowable under Section 1202. Our work spans the entire spectrum of QSBS and tax planning issues, from the choice of entity decision through the M&A process and beyond. When clients face a potential IRS audit, we also help gather the documentation necessary to establish they’ve met the eligibility requirements. Learn more.
About QSBSrollover.com
QSBSrollover.com compiles the best available information about QSBS and QSBS rollovers so that founders and investors can understand the planning opportunities and tax-saving potential associated with Sections 1202 and 1045. Its podcast—QSBS, Solved—features audio versions of the most popular articles, expert interviews, and deep dives into QSBS rules and the mechanics of rollovers under Section 1202 and 1045. Learn more.