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Advanced Section 1202 (QSBS) Planning for S Corporations

March 18, 2025 | Qualified Small Business Stock (QSBS)

*This article was updated on March 20, 2025.  Section 1202 provides for a substantial exclusion of ...

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Finding Suitable Replacement Qualified Small Business Stock (QSBS) – A Section 1045 Primer

January 29, 2025 | Tax Law Defined™ Blog

Section 1202 provides a gain exclusion when a stockholder sells qualified small business stock (QSBS...

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Guide to Converting Partnerships (LLCs/LPs) into C Corporation Issuers of QSBS – Part 2

December 10, 2024 | Qualified Small Business Stock (QSBS)

Many owners operating their businesses through limited liability companies (LLCs) and limited partne...

Professionals are engaged in a discussion over documents with charts and data, with a laptop and other office materials on the table.
Guide to Converting Partnerships (LLCs/LPs) into C Corporation Issuers of QSBS – Part 1

December 10, 2024 | Qualified Small Business Stock (QSBS)

Many owners who operate their business through a limited liability company or limited partnership co...

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Structuring the Ownership of Qualified Small Business Stock (QSBS) – Is There a Role for Roth IRAs?

October 15, 2024 | Publications

This article considers whether there is a role for a self-directed Roth IRA when structuring the own...

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Navigating Section 1202’s Redemption (Anti-churning) Rules

September 30, 2024 | Blogs

Section 1202 provides for a substantial exclusion of gain from federal income taxes when stockholder...

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Dealing with Excess Accumulated Earnings in a Qualified Small Business – A Section 1202 Planning Guide

September 4, 2024 | Publications

This article is one in a series of articles and blogs addressing planning issues relating to qualifi...

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Section 1202 (QSBS) Planning for Sales, Redemptions and Liquidations

July 22, 2024 | Qualified Small Business Stock (QSBS)

Section 1202 provides for a substantial exclusion of gain from federal income taxes if a stockholder...

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Can Stockholders of Employee Leasing or Staffing Companies Claim Section 1202’s Gain Exclusion?

April 25, 2024 | Blogs

Stockholders must satisfy several eligibility requirements before they can claim Section 1202’s ge...

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Guide to the Federal Income Tax Treatment of SAFEs

April 16, 2024 | Publications

The Simple Agreement for Future Equity (SAFE) was introduced in 2013 on the startup accelerator Y Co...

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