QSBS: Guide to a Tax-Free Exit, presented by Wells Fargo and BakerTilly
Join us for QSBS: Guide to a Tax-Free Exit, presented by Wells Fargo and Baker Tilly and hosted at Corgi Cafe.
We’ll kick things off at 10:00 AM with coffee and bagels, followed by a practical, founder-focused workshop beginning at 10:30 AM. The session will break down Qualified Small Business Stock (QSBS) and how founders, employees, and investors can think strategically about Section 1202, eligibility requirements, timing, and exit planning.
We’ll cover topics including the potential $10M+ capital gains exclusion, the 5-year holding period, company and shareholder eligibility, fundraising considerations, trust and gifting strategies, common QSBS pitfalls, state tax considerations, and ways different ownership structures can impact potential tax savings. We’ll also walk through real-world founder and investor scenarios to make the concepts more tangible.
After the presentation, stick around for light networking, coffee, and conversation with fellow founders, investors, and members of the startup community.
Schedule:
10:00 AM — Coffee, bagels & arrival
10:30 AM — QSBS workshop
11:00 AM — Networking & Q&A
12:00 PM — Event concludes
Whether you’re actively planning for an exit, building toward a future liquidity event, or simply want to understand how QSBS could fit into your long-term strategy, this session is designed to help you navigate the opportunity with more clarity and confidence.
Wells Fargo: Wells Fargo’s Technology Commercial Banking Group serves tech companies with treasury and cash management, credit solutions, foreign exchange, and access to capital-markets. We also act as an operating partner enabling product partnerships and ecosystem introductions.
Baker Tilly: Baker Tilly is a top 10 advisory, tax, and assurance firm connecting with organizations to uncover what drives their performance and translate that insight into distinct strategic advantage.
Corgi: Corgi is the full-stack insurance platform built for technology companies, with coverage that actually keeps up with how startups build. We also have a 24/7 Corgi Cafe for founders, builders, & investors.