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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QSBS eligibility requirements: is your business qualified?

Not every startup qualifies for QSBS. Here are the key requirements your business must meet to unlock the exclusion.

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What is QSBS stacking?

QSBS stacking multiplies the $10M exclusion cap by distributing shares across trusts and family members. Learn how founders use it.

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QSBS lets founders and early investors exclude up to 100% of capital gains from federal taxes. Learn how it works and who qualifies.

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Converting an LLC to a C-Corp for QSBS Benefits

Timing your LLC-to-C-Corp conversion strategically can maximize your QSBS exclusion, sometimes well beyond the $10M cap.

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What is a Non-Grantor Trust?

Non-grantor trusts are separate taxpayers, each eligible for their own QSBS exclusion. This makes them a key building block for stacking strategies.

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