QSBS Before 5 Years & Beyond $10M
Extend and expand your Qualified Small Business Stock exemption regardless of hold period or gain amount.
Founders, employees, and investors can all benefit from QSBS rollovers
Item 1 of 7
Defer Your Tax Bill, Exclude Your Gains
5-Year Hold Period: If you sold your stock before the 5-year hold required by the IRS for QSBS exclusion, a rollover is your only option for deferring, and later avoiding, a large gains tax bill.
$10M Exclusion Cap*: If you had a large exit and your gain exceeded the $10M exclusion cap for QSBS, a rollover can expand your QSBS eligibility with more liquidity and control than other common planning strategies such as Trust Stacking.
*Or 10x adjusted gross basis in the stock.