Speaking Engagements January 24, 2019 8:00 AM
601 Marshall Street
Redwood City, CA

A Discussion on Qualified Small Business Stock (QSBS)

In this discussion, panelists will review the qualifications for QSBS eligibility, as well as specifics on the taxation of the gains. In addition, we will cover portability options for QSBS stock, for both gifting QSBS eligible stock and re-investing the proceeds of selling QSBS eligible shares. Lastly, best practices for maintaining the eligibility, and common problem areas to avoid will be outlined. Goodwin's Kelsey Lemaster will be a panelist at this discussion.