Qualified Small Business Stock Tax Strategies

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Presented on September 17, 2024

Chad Gumm, Managing Director, Tax Services
Meghan Andersson, Senior Manager, Tax Services

Whether your company is going through a transaction and receiving requests from shareholders to verify if their stock is qualified small business stock (QSBS) or if you’re at the beginning of an investment and already planning for a future exit, there are several considerations and analyses needed.

We’ll discuss the following topics:

  • The basic requirements of QSBS
  • Pitfalls to avoid
  • Planning strategies

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The material appearing in this communication is for informational purposes only and should not be construed as legal, accounting, or tax advice or opinion provided by Moss Adams LLP. This information is not intended to create, and receipt does not constitute, a legal relationship, including, but not limited to, an accountant-client relationship. Although these materials have been prepared by professionals, the user should not substitute these materials for professional services, and should seek advice from an independent advisor before acting on any information presented. Moss Adams LLP assumes no obligation to provide notification of changes in tax laws or other factors that could affect the information provided.