CLE Last Dash | Maximizing Tax Benefits with Qualified Small Business Stock (QSBS): Key Insights and Strategies

This presentation will cover essential aspects of QSBS eligibility, the tax benefits available under Section 1202, and practical approaches for maximizing exclusions on capital gains. This session will include recent updates, common pitfalls, and proactive planning strategies to optimize tax benefits for clients investing in qualified small businesses. Perfect for attorneys advising entrepreneurs, investors, or startup founders, this presentation will equip you with actionable insights to navigate the complexities of QSBS and leverage its unique advantages.

This program is approved for 1 hour of general California MCLE credit.