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The QSBS Playbook
How founders stack the §1202 exclusion to eliminate federal tax on exits up to $50M+.
22 min18 pages · 6 chapters
Table of contents
- 1. What QSBS is and why it matters
- 2. The five qualification tests
- 3. Stacking via non-grantor trusts
- 4. The §1045 rollover safety net
- 5. State conformity (and the California problem)
- 6. Documentation checklist
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