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Understanding Qualified Small Business Stock (QSBS)
Manage episode 425468807 series 3330506
Contenido proporcionado por Alan Rhode, CFP®, CPWA®, CEPA®, RLP® and Alan Rhode. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Alan Rhode, CFP®, CPWA®, CEPA®, RLP® and Alan Rhode o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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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