At this Kitces monthly webinar, Jeff Levine explains key QSBS concepts and provides practical tips advisors can apply to help clients take advantage of this unique planning opportunity. Advisors will learn:
- Essential Qualified Small Business Stock (QSBS) rules
- How to identify what makes a client the “right business owner-client” to take advantage of a QSBS strategy
- The options available for preserving QSBS treatment for sales prior to the 5-year required holding period
- How to “convert” a non-QSBS business to a QSBS business
- The pros and cons of incorporating a QSBS strategy into a client’s financial plan
