Financial Planning Strategies to Enhance Qualified Small Business Stock (QSBS)

QSBS is arguably the most attractive tax strategy available to entrepreneurs in the U.S., and the current environment may be the golden age for QSBS strategies. There are several personal financial planning strategies that can enhance or even multiply the Section 1202 QSBS benefit, which allows for a capital gain exclusion of $10 million or 10 times the investment basis upon a liquidity event.

Entrepreneurs, Most PopularDavid Flores Wilson, CFA, CFP®March 19, 2025NYC financial planning, NYC entrepreneurs, NYC financial advisor, QSBS, QSBS Stacking, QSBS Packing, QSBS financial planning, QSBS wealth management, QSBS NYC planning