eCourse
QSBS: Quest for Quantum Exclusions (Queries, Qualms, Qualifications & QOZ)
Contains material from Feb 2024
QSBS: Quest for Quantum Exclusions (Queries, Qualms, Qualifications & QOZ)
Not yet rated
Technical Questions?
512.475.6700
service@utcle.org
Qualified Small Business Stock (QSBS) under Section 1202 is not just for tech companies anymore. It’s time to reconsider QSBS because Tax Cuts and Jobs Act paved the way for closely-held companies to benefit “bigly.” Hear a discussion of planning opportunities and other issues including how QSBS can be combined with QOZ Investments, complications with SPAC mergers, unanswered questions, potential pitfalls, and best practices in the quest for quantum QSBS exclusions.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 1.00
- Credit Info
- TX, CA
- TX MCLE credit expires: 2/28/2025
Preview mode.
You must be signed in, have purchased this eCourse,
and the eCourse must be active
to have full access.
Preview Sessions
Credit
Show session details
1.
QSBS: Quest for Quantum Exclusions (Queries, Qualms, Qualifications & QOZ) (Feb 2024)
Paul S. Lee
1.00
0.00
0.00
1.00
Preview Materials
Download session materials for offline use
Session 1
—61 mins
1.00
QSBS: Quest for Quantum Exclusions (Queries, Qualms, Qualifications & QOZ) (Feb 2024)
Qualified Small Business Stock (QSBS) under Section 1202 is not just for tech companies anymore. It’s time to reconsider QSBS because Tax Cuts and Jobs Act paved the way for closely-held companies to benefit “bigly.” Hear a discussion of planning opportunities and other issues including how QSBS can be combined with QOZ Investments, complications with SPAC mergers, unanswered questions, potential pitfalls, and best practices in the quest for quantum QSBS exclusions.
Originally presented: Dec 2023 Taxation Conference: Day 1 - Focus on Business Planning
Paul S. Lee,
Northern Trust - New York, NY