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The value of qualified small business stock (QSBS) treatment | podcast

Nov 03, 2023 · 11 min listen

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In the realm of tax planning and private investing, IRC Sections 1202 and 1045 stand out for their attractive tax benefits. This episode of the PFP Section podcast, led by Bob Keebler, CPA/PFS, brings to light the essential details of these sections through a discussion with experts Caleb Powers and William Beckett. Discover answers to questions including:

  • What are the criteria a company must meet to qualify for QSBS or 1202 treatment?

  • What happens if you don’t hold the qualified

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Personal Financial Planning

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Estate Planning
Investment Planning
Tax Planning
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