QSBS Trust Insights

Major QSBS changes: $15M exclusion and new tiered benefits under the One Big Beautiful Bill

Learn how the new law expands tax exclusions, introduces graduated holding period benefits, and broadens eligibility for larger companies.

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Understanding the Lifetime Gift Tax Exemption: a critical window for founders

The lifetime gift tax exemption drops ~50% in 2026. Here's what founders need to know before the window closes.

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QSBS for early employees: what you need to know

Early employees can exclude up to $10M in gains from taxes. The key is exercising options early and starting your five-year clock.

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Asset Sale vs. Stock Sale: claiming QSBS benefits

How your exit is structured can make or break your QSBS exclusion. Here's what founders need to know before entering acquisition talks.

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Common QSBS Pitfalls to Avoid

Many founders lose QSBS benefits due to preventable mistakes. Learn what the most common pitfalls are and how to avoid them.

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State tax implications for QSBS benefits: where you live matters

Federal QSBS exclusions are just half the picture. Five states don't conform, making residency and trust planning critical to maximizing savings.

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