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

On this week's episode of QSBS, Solved, Brady sits down with tax attorney, Mark Melton. Mark is a Partner working out of Holland & Knight's Dallas office and serves as the co-chair of the Tax, Executive Compensation and Benefits Practice Group. He focuses on federal income taxation issues related to domestic and international transactions of private equity and hedge funds, as well as other investment partnerships, joint ventures, real estate investment trusts (REITs) and operating businesses.

In this episode we discuss how Mark thinks about "risk" and uncertainty around tax positions and how he helps clients make sense of various planning opportunities.

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

On this week's episode of QSBS, Solved, Brady sits down with Dr. Daniel Gilham to talk about dramatic shifts in wealth management and the unique needs of founders and business owners.

Daniel is the Managing Director of Advisor Strategy at Farther, the 2025 Inc 5000 fastest growing financial services company in the country. The fintech company is transforming the wealth management landscape by leveraging technology with human experience and expertise. He has 17 years of experience serving business owners, institutions, and high-net-worth clients through goals-based financial planning and wealth management solutions.

Read more on Daniel: https://www.farther.com/advisor/daniel-gilham

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

This episode of "QSBS, Solved", is 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 Frost Brown Todd 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 4 episode is based on Scott's article titled, "Conversions, Reorganizations, Recapitalizations, Exchanges and Stock Splits Involving Qualified Small Business Stock". You can find the article online at the link below:

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

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

Article Link: https://frostbrowntodd.com/conversions-reorganizations-recapitalizations-exchanges-and-stock-splits-involving-qualified-small-business-stock-qsbs/

Video Link: https://youtu.be/L_kbh1Etiiw

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

This episode of "QSBS, Solved", is 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 Frost Brown Todd 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 3 episode is based on Scott's article titled, "Substantiating the Right to Claim QSBS Tax Benefits". You can find the article online at the link below:

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

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

Article Links: Part 1: https://frostbrowntodd.com/substantiating-the-right-to-claim-qsbs-tax-benefits-part-1/

Part 2: https://frostbrowntodd.com/substantiating-the-right-to-claim-qsbs-tax-benefits-part-2/

Video Link: https://youtu.be/pRhIiSt8iYI

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

This episode of "QSBS, Solved", is 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 Frost Brown Todd 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 2 episode is based on Scott's article titled, "Finding Suitable Replacement Qualified Small Business Stock (QSBS) – A Section 1045 Primer". You can find the article online at the link below:

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

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

Article Link: https://frostbrowntodd.com/finding-suitable-replacement-qualified-small-business-stock-qsbs-a-section-1045-primer/

Video Link: https://youtu.be/nY_dbehTqPY

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

This episode of "QSBS, Solved", is 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 Frost Brown Todd 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 1 episode is based on Scott's article titled, "Maximizing Section 1202’s Gain Exclusion". You can find the article online at the link below:

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

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

Article Link: https://frostbrowntodd.com/maximizing-the-section-1202-gain-exclusion-amount/

Video Link: https://youtu.be/QnK3b71Nlvo

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

In this episode of "QSBS, Solved", Brady Weller talks with CJ Stermetz, founder of Equity for the Win (EquityFTW), about the world of employee equity compensation, from startup stock options to RSUs at public tech giants. Together they unpack how to evaluate option grants, when it might make sense to exercise, how RSUs are taxed, and why under-withholding can derail a tax plan.

They also explore real-world liquidity events, like acquisitions and IPOs, and how founders and early employees can use QSBS to potentially eliminate millions in taxes. Whether you’re starting or joining your first startup, transitioning from Google to a private company, or sitting on a pile of vested shares, this episode will help you see the bigger picture behind your comp package and plan smarter for the upside.

Featuring: CJ Stermetz, CFP®, CEP, founder of EquityFTW — an advice-only financial planning firm for tech employees navigating complex compensation.

Online at: https://www.equityftw.com/

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