Cover Image for QSBS Essentials: For Founders, Investors and Advisors
Cover Image for QSBS Essentials: For Founders, Investors and Advisors
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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