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QSBS Masterclass Series (Part 5): Planning for the Sale of QSBS

QSBS Masterclass Series (Part 5): Planning for the Sale of QSBS

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This episode of "QSBS, Solved", is the last part of a 5-episode series called "QSBS Masterclass", where Brady Weller discusses QSBS with tax attorney and prolific QSBS expert, Scott Dolson.

Scott is a Partner at FBT Gibbons and is the leader of the firm’s tax planning team and co-chair of the firm’s private equity industry team. The scope of Scott’s tax practice encompasses tax planning for business formations, ownership arrangements, LLC agreements and M&A transactions. Scott’s corporate practice extends to handling M&A transactions, equity compensation arrangements and general corporate law matters.

Scott has written dozens of long-form articles and thousands of pages on QSBS, QSBS planning, and opined on the nuances of Section 1202 and Section 1045. In this series we use some of Scott's most foundational articles as jumping off points for our conversation. This Part 5 episode is based on Scott's article titled, "Planning for the Sale of Qualified Small Business Stock (QSBS)". You can find the article online at the link below:

Scott's Bio: https://fbtgibbons.com/people/scott-dolson/

Brady's LinkedIn: https://www.linkedin.com/in/brady-weller/

Article Link: https://fbtgibbons.com/planning-for-the-sale-of-qualified-small-business-stock-qsbs/#Section3

Video Link: https://youtu.be/CS_LDXZsO-A


Contact: Brady@QSBSrollover.com | www.QSBSrollover.com

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