About this episode
This episode explores the tax benefits of Qualified Small Business Stock for founders, featuring insights from legal expert Michael Arlein.
This conversation delves into the intricacies of Qualified Small Business Stock (QSBS) and its significant tax benefits for founders. MICHAEL ARLEIN , Partner at Patterson Belknap, explains the eligibility criteria, the importance of strategic planning, and the potential pitfalls that can arise. The discussion also covers the implications of state taxes and the advantages of gifting strategies. We cover innovative approaches like the “GOAT” trust to maximize tax-free gains. Founders are encouraged to engage with legal experts early in their business journey to fully leverage QSBS opportunities. https://youtu.be/lfBt0j7BlW0?si=LufZ8j2YtgdspLMJ Editing and post-production work for this episode was provided by The Podcast Consultant ( https://thepodcastconsultant.com ) Takeaways from “QSBS For Founders” QSBS is a powerful tax benefit for founders. The maximum exclusion amount has increased to $15 million. Careful planning is essential to avoid QSBS pitfalls. Gifting QSBS stock can multiply tax exemptions. State tax implications vary; California does not recognize QSBS. Discounting shares can aid in estate planning. Converting from an S-Corp to a C-Corp can…
People in this episode
Host: Frazer Rice
Guest: MICHAEL ARLEIN
Topics covered
- Qualified Small Business Stock
- tax benefits
- founders
- strategic planning
- state taxes
- gifting strategies
- estate planning
Keywords
- QSBS
- tax benefits
- founders
- strategic planning
- state taxes
- gifting strategies
- GOAT trust
- S-Corp
- C-Corp
- tax exemptions
Mentioned in this episode
Organizations: Patterson Belknap, The Podcast Consultant
Products: GOAT trust
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