Shows
QSBS, SolvedUnderstanding The New QSBS Rules (OBBBA Webinar with Frost Brown Todd)In this special episode, originally recorded as a webinar ("Understanding OBBBA’s Section 1202 Revisions"), we dive deep into the tax implications of the "One Big Beautiful Bill Act" (OBBBA) and its sweeping changes to Section 1202 and Qualified Small Business Stock (QSBS).Brian Masterson and Scott Dolson, partners at Frost Brown Todd, are joined by Brady Weller, Director at QSBSrollover.com, to unpack the three most consequential updates to Section 1202:A new tiered holding period structure (3-, 4-, and 5-year exclusions)An increase in the QSBS exclusion cap from $10 million to $15 million (plus inflation in...2025-08-021h 01QSBS, SolvedStartup Valuation 101 with Dan EymanThis episode is about bringing value to founders. If you're new to startup valuation, or even if you're not, this conversation with Dan Eyman of Meld Valuation breaks down the key principles every founder should understand. We cover when a valuation is needed, common pitfalls and questions, how to evaluate which firm to go with, and more. Whether you're raising your first round or preparing for an exit, this episode is packed with practical insights to help you approach valuation, fundraising, and financial compliance with clarity and confidence. Contact: Brady@QSBSrollover.com | www.QSBSrollover.com2025-08-0129 minQSBS, SolvedLeveraging QSBS for Wealth Creation (Swimming with Allocators)This episode of QSBS, Solved is a repost of an interview featuring Brady Weller, Director of QSBSrollover.com, conducted by Earnest Sweat of Swimming with Allocators. SWA is a podcast delving into the strategies and perspectives of leading allocators in the VC space. Designed for fund managers and fellow allocators, the show offers a deep dive into the methodologies and approaches adopted by prominent players in the industry. The conversations are rich, and enlightening, and cover a wide range of topics relevant to the venture asset class from an LP's viewpoint.Earnest Sweat is the Founding Partner...2025-06-3028 minQSBS, SolvedQSBS FAQOn today’s episode of QSBS Solved, we break down the essential facts about Qualified Small Business Stock—QSBS—and why it’s such a powerful tax-saving tool for startup founders, investors, and early employees. From the requirements for a company to issue QSBS, to the types of businesses that are excluded, we cover everything you need to know about eligibility, the $50 million asset test, the five-year holding period, and how much gain you can actually exclude. We also highlight potential pitfalls, like stock redemptions, and explain how a QSBS rollover (under Section 1045) can help you keep your tax advantag...2025-06-3006 minQSBS, SolvedDaily Harvest Acquired by Chobani is a Good QSBS ReminderIn this episode of QSBS, Solved, we break down why Qualified Small Business Stock (QSBS) isn’t just for Silicon Valley tech founders. Using the recent Chobani acquisition of Daily Harvest as a real-world case study, we highlight how early shareholders and founders outside of tech—like those in consumer brands, food, beverage, and direct-to-consumer startups—can unlock millions in tax-free gains if they plan smart with QSBS.We walk through what it takes to qualify for QSBS, how non-tech companies like Daily Harvest can meet the requirements, and what founders and investors should be doing now to max...2025-06-3005 minQSBS, SolvedWhat Isn't QSBS?Not every startup can tap into the huge tax advantages of Qualified Small Business Stock (QSBS), and in this episode, we’re breaking down exactly why. Join us as we unpack Section 1202 of the tax code and spotlight all the types of businesses that don’t qualify for QSBS, including law firms, healthcare providers, consulting companies, finance, hospitality, and more. If you’re building a business or planning a QSBS rollover, knowing these exclusions can save you from making a costly mistake.We’ll walk through what the IRS means by “excluded activities,” explain the active business requirements...2025-06-3007 minQSBS, SolvedPost-Exit Planning and QSBS Rollovers for Founders (LinkedIn Live with Mark Cecchini)Brady Weller and Mark Cecchini discuss wealth planning strategies and tax savings opportunities (via QSBS) that founders need to consider when experiencing a liquidity event. Contact: Brady@QSBSrollover.com | www.QSBSrollover.com2025-06-3044 minQSBS, SolvedQSBS Tax Savings for Series A/B FoundersClaim QSBS when you sell secondary as part of a funding round.QSBS rollovers can bridge the holding period gap to 5 years for founders selling stock "early".AI company raising a large amount of funding early one? We're in a unique moment that is going to unlock billions in tax savings using QSBS Rollovers. Contact: Brady@QSBSrollover.com | www.QSBSrollover.com Contact: Brady@QSBSrollover.com | www.QSBSrollover.com2025-06-2529 minQSBS, SolvedFounder-Focused Trust, Estate, and QSBS Planning (With Michael Arlein)Michael Arlein, Partner at Patterson Belknap Webb & Tyler, and Brady Weller of QSBSrollover.com share insights on preserving wealth and optimizing tax outcomes during high-growth exits. This episode is ideal for startup founders, advisors, and anyone navigating QSBS-related planning and the use of trusts.The conversation revolves around trust and estate planning for startup founders, particularly in the context of achieving liquidity events and maximizing tax benefits. Michael delves into various strategies including QSBS stacking, rollovers, and different trust structures such as the GOAT trust and charitable remainder trusts. The discussion highlights the critical timing for setting...2025-06-2447 min