In this episode of EWA's FIN-LYT Podcast, Matt Blocki and Jamison Smith break down the powerful tax-saving tool known as Qualified Small Business Stock (QSBS).
Discover how small business owners can potentially avoid millions in capital gains taxes when selling their business by meeting a few key IRS criteria.
From understanding the C-Corp requirement to leveraging trusts and structuring ownership wisely, this episode provides real-life examples and practical insights for entrepreneurs, tech founders, and investors alike.
The conversation covers what QSBS is, who qualifies, strategic tax-saving approaches, potential pitfalls, and state-specific considerations. If you're a business owner planning an exit or an investor in startups, this is a must-watch!
Connect with EWA
https://ewa-llc.com/https://www.instagram.com/ewa.llc/
https://www.linkedin.com/company/equilibrium-wealth-advisors/
https://www.facebook.com/EquilibriumWealthAdvisors/View
EWA Disclosures and Firm ADV: https://adviserinfo.sec.gov/firm/summary/308977