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Understanding Qualified Small Business Stock (QSBS)
Manage episode 425468807 series 3330506
Innhold levert av Alan Rhode, CFP®, CPWA®, CEPA®, RLP® and Alan Rhode. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Alan Rhode, CFP®, CPWA®, CEPA®, RLP® and Alan Rhode eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
In this episode of Modern Wealth Insights, we explore the intricacies of Qualified Small Business Stock (QSBS) and its powerful tax advantages. Learn about the eligibility requirements for both companies and investors, the significant benefits, and the potential challenges of QSBS. Discover how strategic investment in QSBS can lead to substantial tax exclusions on capital gains, and hear real-world examples illustrating both successful and unsuccessful QSBS investments. Tune in to gain valuable insights into maximizing your wealth through smart investments in small businesses.
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