Description
The QSBS Playbook: From Formation to Tax-Efficient Exit and Beyond
This session will cover QSBS from business formation through exit, including eligibility requirements, early planning decisions, common mistakes that can put QSBS status at risk, and opportunities involving gifting, trusts, stacking, and rollovers.
CPE Credit: 1 - Specialized Knowledge
Date
Friday, January 29, 2027
Time
9:30 AM - 10:30 AM (EST)
CPE Credit
1.0
Speakers
