Keep more of what you've earned with QSBS trusts.
QSBS‑eligible trusts allow you to capture an additional $10–$15M in exclusions per beneficiary at exit.
Trusted by founders of
See if you qualify
See if you qualify
Qualified Small Business Stock
Qualified Small Business Stock (QSBS), allows you to exclude up to 100% of capital gains from federal and state taxes (in most states) when you sell shares held for at least 5 years. This powerful tax benefit under IRS Section 1202 applies to qualifying C-Corporation shares, saving millions in taxes when you sell stock in your business.
Qualified Small Business Stock (QSBS), allows you to exclude up to 100% of capital gains from federal and state taxes (in most states) when you sell shares held for at least 5 years. This powerful tax benefit under IRS Section 1202 applies to qualifying C-Corporation shares, saving millions in taxes when you sell stock in your business.
Learn more about QSBS >
Learn more about QSBS >
Qualified
Small
Business
Stock
Qualified
Small
Business
Stock
Per ENtITY
$15m
$15m
UP TO
The most generous tax break for startup founders.
Save millions when you sell stock.
Qualified
Small
Business
Stock
Per ENtITY
$15m
UP TO
The most generous tax break for startup founders.
Save millions when you sell stock.
How it works
How it works
We handle everything from trust creation to management.
We handle everything from trust creation to management.
Create your trust, sign online, and custody with a professional trustee. We've streamlined a sophisticated trust structure so you can create, file, and manage your trust in days, not weeks or months, at a fraction of the cost of working with an attorney.
Create your trust, sign online, and custody with a professional trustee. We've streamlined a sophisticated trust structure so you can create, file, and manage your trust in days, not weeks or months, at a fraction of the cost of working with an attorney.
1
Create your trust.
We specialize in sophisticated irrevocable trusts that will help you maximize your gains. Create your account and answer a series of simple questions to create the trust that's best for your unique situation.
1
Create your trust.
We specialize in sophisticated irrevocable trusts that will help you maximize your gains. Create your account and answer a series of simple questions to create the trust that's best for your unique situation.
1
Create your trust.
We specialize in sophisticated irrevocable trusts that will help you maximize your gains. Create your account and answer a series of simple questions to create the trust that's best for your unique situation.
2
Instantly sign with an online notary.
Sign your trust and instantly file your tax documents to establish your trust. Each trust will recieve it's own EIN and annual reporting to establish its existance and legitamacy with the IRS.
2
Instantly sign with an online notary.
Sign your trust and instantly file your tax documents to establish your trust. Each trust will recieve it's own EIN and annual reporting to establish its existance and legitamacy with the IRS.
2
Instantly sign with an online notary.
Sign your trust and instantly file your tax documents to establish your trust. Each trust will recieve it's own EIN and annual reporting to establish its existance and legitamacy with the IRS.
3
Custody your trust with our Nevada trustee.
Your equity will be held in a Nevada-based trust with one of the most respected and established trustees in the state. By holding your assets in Nevada you'll benefit from Nevada's asset protection laws as well as no state income tax on assets held in the trust.
3
Custody your trust with our Nevada trustee.
Your equity will be held in a Nevada-based trust with one of the most respected and established trustees in the state. By holding your assets in Nevada you'll benefit from Nevada's asset protection laws as well as no state income tax on assets held in the trust.
3
Custody your trust with our Nevada trustee.
Your equity will be held in a Nevada-based trust with one of the most respected and established trustees in the state. By holding your assets in Nevada you'll benefit from Nevada's asset protection laws as well as no state income tax on assets held in the trust.
4
We even handle valuation.
Just like getting a 409a valuation for stock options, assets transferred to your trust must be valued and reported on IRS Form 709, counting against your lifetime gift exemption (we'll help with this filing too).
4
We even handle valuation.
Just like getting a 409a valuation for stock options, assets transferred to your trust must be valued and reported on IRS Form 709, counting against your lifetime gift exemption (we'll help with this filing too).
4
We even handle valuation.
Just like getting a 409a valuation for stock options, assets transferred to your trust must be valued and reported on IRS Form 709, counting against your lifetime gift exemption (we'll help with this filing too).
Working with us
Working with us
The most comprehensive trust management platform.
The most comprehensive trust management platform.
We handle trust management from setup through maintenance, so you can focus on your business while maximizing your QSBS exemption.
We handle trust management from setup through maintenance, so you can focus on your business while maximizing your QSBS exemption.
Trust Custody
Every trust includes professional custody by our Nevada trustee, offering both asset protection and state tax benefits for your private company equity.
Trust Custody
Every trust includes professional custody by our Nevada trustee, offering both asset protection and state tax benefits for your private company equity.
Trust Custody
Every trust includes professional custody by our Nevada trustee, offering both asset protection and state tax benefits for your private company equity.
Tax Filings
We secure your trust's EIN and manage all IRS filings, including fiduciary relationship reporting and annual income statements.
Tax Filings
We secure your trust's EIN and manage all IRS filings, including fiduciary relationship reporting and annual income statements.
Tax Filings
We secure your trust's EIN and manage all IRS filings, including fiduciary relationship reporting and annual income statements.
Valuation
Professional company equity valuation for one privately held business is included. Additional business valuations available as needed.
Valuation
Professional company equity valuation for one privately held business is included. Additional business valuations available as needed.
Valuation
Professional company equity valuation for one privately held business is included. Additional business valuations available as needed.
And more…
And more…
Connect your CPA
Connect your CPA
Track your lifetime gift exemption
Track your lifetime gift exemption
Connect your financial advisor
Connect your financial advisor
Is Promissory
right for you?
How much more could you earn with QSBS trusts?
See how taxes will impact you when you sell.
Is Promissory
right for you?
How much more could you earn with QSBS trusts?
See how taxes will impact you when you sell.
FAQ
Learn from common questions
How does QSBS stacking work?
When is the best time to start QSBS stacking?
How do I qualify for QSBS?
Is this legal?
Can I speak with an attorney?
What if my stock is worth more than $10m?
My stock isn't worth that much right now; can still I use Promissory?
Does the 5 year holding period reset when I create a trust?
How does QSBS stacking work?
When is the best time to start QSBS stacking?
How do I qualify for QSBS?
Is this legal?
Can I speak with an attorney?
What if my stock is worth more than $10m?
My stock isn't worth that much right now; can still I use Promissory?
Does the 5 year holding period reset when I create a trust?
How does QSBS stacking work?
When is the best time to start QSBS stacking?
How do I qualify for QSBS?
Is this legal?
Can I speak with an attorney?
What if my stock is worth more than $10m?
My stock isn't worth that much right now; can still I use Promissory?
Does the 5 year holding period reset when I create a trust?
Learn more
Learn more
Qualified Insights
Qualified Insights
Learn more about QSBS and advanced tax planning strategies so you can be prepared to earn more when you sell your business.
Learn more about QSBS and advanced tax planning strategies so you can be prepared to earn more when you sell your business.
