The $10 Million Tax Break Every Founder and Angel Investor Should Know
The Qualified Small Business Stock (QSBS) exemption is one of the most powerful — and least understood — tax advantages available to founders, startup employees, and early investors.
QSBS allows qualified shareholders to eliminate 100% of federal and most state income taxes on up to $10 million of capital gains per taxpayer.
And with the right strategy, you can multiply that benefit to $20 million, $50 million, or more through QSBS stacking.
Join us for a virtual live workshop where we’ll demystify QSBS, walk through real founder examples, and show you how to preserve eligibility even through acquisitions or IPOs.
What You’ll Learn
QSBS Fundamentals
How QSBS works at both federal & state levels
The power of the per-taxpayer rule — and how it enables stacking
What kinds of startups & investors qualify
Why QSBS exists and how it rewards risk-takers
Real-world tax-savings examples for founders & angels
Advanced Planning Strategies
When and how to gift QSBS for stacking
Timing your gifts before a signed deal (critical!)
Balancing control, family planning & tax savings
Preserving QSBS during M&A or IPO events using Section 1202(h)
What Section 1202(h)(4) allows in public-stock rollovers
Real founder case studies and exit planning insights
Speakers
About the Hosts
Rally.tax helps high-income professionals and founders generate personalized tax plans in minutes.
Valur makes sophisticated trust and tax strategies — like QSBS, CRUTs, and stacking — accessible to everyone, not just the ultra-wealthy.
Together, we’re helping the next generation of builders build smarter, tax-efficient wealth.