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Understanding Qualified Small Business Stock (QSBS)
Manage episode 425468807 series 3330506
Inhoud geleverd door Alan Rhode, CFP®, CPWA®, CEPA®, RLP® and Alan Rhode. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Alan Rhode, CFP®, CPWA®, CEPA®, RLP® and Alan Rhode of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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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