Exploring the Potential of Qualified Small Business Stock (QSBS)

Event Detail
  • Date
  • February 28, 2024
  • 11 a.m. – Noon CT
  • Location
  • Webinar

Imagine you’re involved with a business bound for unbridled success, whether as a founder, employee, investor, or advisor. Then comes the day to sell some or all of that business for $100 million, $500 million, or $10 billion.

Would you prefer to have considered how to potentially keep all or most of the sale proceeds in the pockets of the founders and investors with permanent tax savings — or to have relegated tax considerations to the afterthought bucket?

In this presentation, we are offering a roadmap to keeping those hard-earned gains using congressionally designed tax incentives for founders and investors of early-stage companies.

Learning objectives

  • The central requirements for stock to be treated as qualified small business stock (QSBS)
  • The path to getting, and not losing, valuable tax benefits available for owners of QSBS
  • Compliance and reporting requirements
  • Ways to enhance the benefits of QSBS for owners, their families, and others

Who should attend

This session is designed for founders, investors, CEOs, CFOs, professional tax and business advisors, wealth managers, and fund managers.

Please register by February 27, 2024.

Can't make the webinar?

Fill out the registration and you will receive an email with the webinar recording and slides following the event. Also, check out our event calendar to see what else is happening.

For more information:
Jenny Carlson
Events Senior

Experience the CLA Promise