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The Tax Strategy That Can Turn One Exclusion Into Many
The QSBS Briefing Every Founder and Investor Should Read Before an Exit
1
A Federal Rule Most Founders Use Once
Section 1202 lets you exclude up to $15 million in gains from federal tax when you sell qualifying stock. Most founders use it once — and stop there. This briefing explains why the exclusion is per person, what that means in practice, and how the right structure can shelter $60 million or more at zero federal capital gains tax.
2
Why Timing Is the Only Thing That Matters
The IRS scrutinises gifts made close to a sale. If shares are transferred after a deal is already in motion, the entire structure can collapse. Inside, you will learn the planning window that separates a defensible strategy from a failed one — and why the advisor who raises this only when a deal is on the table has raised it too late.
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