Have You Considered the Following QSBS Tax Implications?

  1. You can expand your exclusion through gifting and trust planning.
  2. The maximum exclusion is the greater of $10 million or an annual exclusion of 10x your basis.
  3. Depending on your resident state, you may owe State income tax!
  4. Your exclusion percentage can vary depending on the date you acquired your stock.
  5. If you sold your QSBS before 5 years, you may be eligible for a ยง1045 rollover.

How Withum Can Help

Why Withum

Withum’s Founders and Tech Executives Services Team helps individuals plan for the Qualified Small Business Stock tax exclusion. We provide support for individuals and companies alike. Our integrated team of professionals is comprised of seasoned, well-known CPAs and industry leaders who are at the hub of the technology industry.

When you’re ready to explore QSBS tax planning, Withum is ready to support you from original issuance through sale. Let’s chat!