PULLEY Clients
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.
In partnership with
QSBS trusts
QSBS trusts
Multiply your QSBS exemption
QSBS trusts allow founders and early shareholders to multiply the tax benefits of Qualified Small Business Stock by holding shares in properly structured trusts. When designed correctly, QSBS trusts can create multiple capital-gains exclusion “buckets” under IRS Section 1202—potentially excluding tens of millions of dollars in gains at exit, while supporting long-term estate and wealth-transfer goals.
Learn more about QSBS >
Qualified
Small
Business
Stock
Qualified
Small
Business
Stock
Qualified
Small
Business
Stock
$15m
$15m
Per ENtITY
UP TO
$15m
Per ENtITY
UP TO
The most generous tax break for startup founders & employees
The most generous tax break for startup founders & employees
Save millions when you sell stock.
Save millions when you sell stock.
How it works
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.
1
Create your trust
Answer a short series of guided questions to create a sophisticated irrevocable trust designed around your goals. Our platform helps you select the right structure to maximize tax efficiency and long-term outcomes.
1
Create your trust
Answer a short series of guided questions to create a sophisticated irrevocable trust designed around your goals. Our platform helps you select the right structure to maximize tax efficiency and long-term outcomes.
1
Create your trust
Answer a short series of guided questions to create a sophisticated irrevocable trust designed around your goals. Our platform helps you select the right structure to maximize tax efficiency and long-term outcomes.
2
Review with an independent attorney
Have your trust reviewed by an independent, experienced estate-planning attorney for added confidence. An objective legal review helps ensure your structure, language, and execution align with your intent before signing.
2
Review with an independent attorney
Have your trust reviewed by an independent, experienced estate-planning attorney for added confidence. An objective legal review helps ensure your structure, language, and execution align with your intent before signing.
2
Review with an independent attorney
Have your trust reviewed by an independent, experienced estate-planning attorney for added confidence. An objective legal review helps ensure your structure, language, and execution align with your intent before signing.
3
Establish custody with a Nevada fiduciary
Your trust is established with a Nevada-based professional trustee, providing strong asset protection and access to Nevada’s favorable trust framework, with state tax treatment depending on beneficiary residency.
3
Establish custody with a Nevada fiduciary
Your trust is established with a Nevada-based professional trustee, providing strong asset protection and access to Nevada’s favorable trust framework, with state tax treatment depending on beneficiary residency.
3
Establish custody with a Nevada fiduciary
Your trust is established with a Nevada-based professional trustee, providing strong asset protection and access to Nevada’s favorable trust framework, with state tax treatment depending on beneficiary residency.
4
Complete valuation and compliance
We include an audit-defensible gift and estate valuation for assets transferred into the trust and handle required IRS reporting, including Form 709, to properly document and report the transfer.
4
Complete valuation and compliance
We include an audit-defensible gift and estate valuation for assets transferred into the trust and handle required IRS reporting, including Form 709, to properly document and report the transfer.
4
Complete valuation and compliance
We include an audit-defensible gift and estate valuation for assets transferred into the trust and handle required IRS reporting, including Form 709, to properly document and report the transfer.
Working with us
The most comprehensive trust management platform
We manage your trust from formation through ongoing administration, so you can stay focused on building your company while maximizing your QSBS exemption.
Trust Custody
Every trust includes professional custody with a Nevada-based trustee, providing strong asset protection and a favorable trust framework for holding private company equity.
Trust Custody
Every trust includes professional custody with a Nevada-based trustee, providing strong asset protection and a favorable trust framework for holding private company equity.
Trust Custody
Every trust includes professional custody with a Nevada-based trustee, providing strong asset protection and a favorable trust framework for holding private company equity.
Tax Reporting
We obtain your trust’s EIN and manage required IRS filings, including annual trust reporting and fiduciary-related documentation.
Tax Reporting
We obtain your trust’s EIN and manage required IRS filings, including annual trust reporting and fiduciary-related documentation.
Tax Reporting
We obtain your trust’s EIN and manage required IRS filings, including annual trust reporting and fiduciary-related documentation.
Gift & Estate Valuation
Includes an audit-defensible gift and estate valuation for one privately held business, with flexible support for additional valuations as needed.
Gift & Estate Valuation
Includes an audit-defensible gift and estate valuation for one privately held business, with flexible support for additional valuations as needed.
Gift & Estate Valuation
Includes an audit-defensible gift and estate valuation for one privately held business, with flexible support for additional valuations as needed.
Built to work with your advisors
Built to work with your advisors
Connect your CPA
Connect your CPA
Track your lifetime gift exemption
Track your lifetime gift exemption
Connect your financial advisor
Connect your financial advisor
Pulley Clients
Pulley Clients
Multiply your QSBS exemptions — not your costs
Exclusive $1,000 savings for Pulley clients
Exclusive $1,000 savings for Pulley clients
Pulley Exclusive
$6,500
flat fee
Save $1,000 off the standard all-inclusive rate (regularly $7,500).
Everything you need to create and manage your trust.
Up to 4 customized trust documents
Nevada trust custody for up to 4 trusts
Gift and estate valuation
Online notary
Annual trust tax reporting
Independent attorney review
EIN established for each trust
No hidden fees
Pulley Exclusive
$6,500
flat fee
Save $1,000 off the standard all-inclusive rate (regularly $7,500).
Everything you need to create and manage your trust.
Up to 4 customized trust documents
Nevada trust custody for up to 4 trusts
Gift and estate valuation
Online notary
Annual trust tax reporting
Independent attorney review
EIN established for each trust
No hidden fees
Pulley Exclusive
$6,500
flat fee
Save $1,000 off the standard all-inclusive rate (regularly $7,500).
Everything you need to create and manage your trust.
Up to 4 customized trust documents
Trust custody with a professional
trustee in Nevada
Gift and estate valuation
Online notary
Annual trust tax reporting
Independent attorney review
EIN established for each trust
No hidden fees
TRUSTED BY FOUNDERS AT
Verify your eligibility
Verify your eligibility
Expert QSBS attestation and verification
Expert QSBS attestation and verification
Not sure if you qualify? Get definitive confirmation — backed by leading tax experts.
QSBS qualification isn't always straightforward. Asset tests, holding periods, and business activity requirements can be complex. Our attestation service provides you with expert analysis and formal documentation that your shares meet all Section 1202 requirements.
Not sure if you qualify? Get definitive confirmation — backed by leading tax experts.
QSBS qualification isn't always straightforward. Asset tests, holding periods, and business activity requirements can be complex. Our attestation service provides you with expert analysis and formal documentation that your shares meet all Section 1202 requirements.
QSBS Attestation
$2,500
flat fee
Confirm your QSBS eligibility.
One simple process for peace of mind
for you, your team, and your investors
Comprehensive stock qualification review by QSBS specialists
Detailed analysis of all Section 1202 requirements
Formal attestation letter for your records and advisors
Expert support for any follow-up questions
QSBS Attestation
$2,500
flat fee
Confirm your QSBS eligibility.
One simple process for peace of mind for you, your team, and your investors
Comprehensive stock qualification
review by QSBS specialists
Detailed analysis of all
Section 1202 requirements
Formal attestation letter for
your records and advisors
Expert support for any
follow-up questions
QSBS Attestation
$2,500
flat fee
Confirm your QSBS eligibility.
One simple process for peace of mind for you, your team, and your investors
Comprehensive stock qualification
review by QSBS specialists
Detailed analysis of all
Section 1202 requirements
Formal attestation letter for
your records and advisors
Expert support for any
follow-up questions
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.
