QSBS "Ask Me Anything" Online Forum

Qualified Small Business Stock, or QSBS, is eligible for a tax exemption that frees early shareholders from paying federal (and some state) taxes on long-term capital gains upon selling their shares. The tax break applies to up to $10 million (or 10 times your cost basis, whichever is greater) from federal taxes. The catch is that not all small businesses qualify for QSBS. There are very specific criteria as to how the company is set up. Additionally, the QSBS tax benefit for investors is even more critical in a volatile market.

Watch this recording of a recent “Ask Me Anything” online forum, where a leading tax attorney, tax accountant, Venture Capital CFO, and a fund advisor address critical questions such as:  

• Nuances of QSBS holding periods
• How carried interest is considered for eligibility
• What to consider in follow-on rounds to maintain QSBS tax exclusion