Don’t Hate the Player, Hate the Gain: Gaming 1202 QSBS
Section 1202's Qualified Small Business Stock (QSBS) rules offer federal exclusions from capital gains, but there are eligibility tests and new opportunities introduced by the One, Big, Beautiful Bill. This webinar walks through the QSBS framework and new tiered exclusions, higher per-issuer cap, larger gross-asset limitations, and transition rules introduced under OBBBA. It also reviews tax planning strategies to help clients benefit from this exclusion.
*Self-Study recording not available for NASBA CPE credit.
IRS Program #: 7Q3WU-T
CTEC Course #: 6248-CE-
Larry Pon
,
CPA/PFS, CFP, EA, USTCP, AEP
Larry has been a tax professional since 1986 with a tax planning, preparation, and representation practice in Redwood Shores, CA. Larry enjoys speaking about tax to tax and financial planning professionals. Larry received his BS in Business Administration with emphases in Accounting and Finance from UC Berkeley and MS in Taxation from Golden Gate University.
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