QSBS Stacking Demystified: Timing Your Trusts for Maximum Benefit
Автор: Valur
Загружено: 2025-09-17
Просмотров: 53
Описание:
Qualified Small Business Stock (QSBS) is one of the most powerful tax advantages available to founders and investors - but the rules can be confusing, and mistakes are costly. That’s why Mani and Jeff are breaking it all down in this live webinar.
In this session, you’ll learn:
QSBS in Plain English: no jargon, just clarity
What “Stacking” Really Means - and why it matters for maximizing exclusions
The Timing Dilemma: getting it wrong can erase your benefit
The Playbook by Funding Stage: practical steps at every stage of growth
Case Studies: Good, Bad & Ugly: real-world lessons you can apply
Live Q&A
Whether you’re a founder, investor, or advisor, you’ll leave with actionable insights to help you maximize the QSBS benefit - and avoid common traps.
Bring questions and see you there!
Want to schedule a call with us? go to valur.com/schedule
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