Cover Image for QSBS Essentials: For Founders, Investors and Advisors
Cover Image for QSBS Essentials: For Founders, Investors and Advisors
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Presented by
Goodfin
Building the next generation of wealth

QSBS Essentials: For Founders, Investors and Advisors

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About Event

The Qualified Small Business Stock (QSBS) landscape has shifted over the past year. Join us for a practical, forward-looking session on what’s changed, what’s at risk, and how founders, investors, and advisors can stay ahead as the rules continue to evolve.

Jonathan and Carolyn of   CapGains, Inc. will share insights on advanced QSBS strategies, including:

  • Recent legislative developments impacting QSBS, including expansion under the One Big Beautiful Bill Act and various state treatment changes

  • QSBS rollover planning and emerging opportunities under Section 1045

  • Capital loss planning using “original QSBS” under Section 1244

  • Open Q&A on complex and real-world QSBS scenarios

Avatar for Goodfin
Presented by
Goodfin
Building the next generation of wealth