The Wolf of Tax-Free Street: QSBS Edition
This Program examines Qualified Small Business Stock (QSBS) (IRC 1202) planning, including OBBBA updates, qualification requirements, and common disqualifying factors. Participants will explore planning strategies that maximize QSBS benefits while evaluating the importance of entity selection and entity changes to support tax-efficient business formation, ownership, and exit planning. The program considers the various exclusion rates and when they apply.
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*Self-Study recording available for IRS CE Credit only (NO CPE)
NASBA Field of Study: Taxes
IRS Program #: 7Q3WU-T-00955-26
CTEC Course #: 6248-CE-00307
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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