Your Client Has QSBS. Are You Maximizing It?

​Advanced strategies for advisors who want to go beyond eligibility — and actually change the outcome at exit.

​EVENT DETAILS

​Free Webinar for Advisors on Wednesday, May 27, 2026, at 12 p.m. CST. Live Online.

​Most QSBS conversations stop at the $15M exclusion. The advisors who deliver the most value at exit start much earlier — with a coordinated plan that multiplies the exclusion, maximizes the basis cap, and sequences the sale to capture every dollar the law allows.

​This session covers the advanced planning strategies — including stacking, stuffing, and OBBBA sequencing — that can mean the difference between a good outcome and an exceptional one.

​What we'll cover:

• ​How to multiply the per-taxpayer exclusion across trust structures and strategic gifting

• ​How to expand the 10x basis cap through contributions of cash, equipment, and property

• ​How to sequence pre- and post-July 4, 2025 shares for maximum benefit

• ​The timing traps, valuation risks, and state-level issues that unwind otherwise solid plans

​This is not a Section 1202 primer. A working knowledge of QSBS eligibility is assumed.

​SPEAKERS

​Martin Kamenski, CEO of Revel CPA

​Register Now!