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2021 California Tax Bar and California Tax Policy Conference: Timing is Everything on QSBS and Other Tax Deferral Techniques
Taxation Law Section
Credit(s):
1 Legal Specialization in Taxation Law
1 Participatory MCLE Credits
The panel will primarily focus on Qualified Small Business Stock (“QSBS”) and discuss why QSBS is not just for tech companies anymore and how founders, employees, or investors who receive stock in small businesses may be eligible for significant tax savings under the QSBS exclusion— if certain requirements are met. Discussion will cover the complexities, including why the choice of entity is a key component and the cross over with tax and estate planning including techniques such as “stacking” and “packing” the exclusion multiple times. They will also briefly cover a few tips for estate planners when dealing with Opportunity Zones and ESOP’s.
1 Legal Specialization in Taxation Law
1 Participatory MCLE Credits
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