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Nancy Dollar Speaking at 2024 Annual Meeting of the California Tax Bar and California Tax Policy Conference

Anaheim, CA
November 07 | 8:30 AM - 9:30 PM PST

How should shareholders holding qualified small business stock (QSBS) plan to maximize their benefits?

Join this panel to learn about relevant techniques and their technical considerations, including stacking the $10M exclusion limit with gifts, the interaction of QSBS and trusts, techniques for deferring QSBS gain (including section 1045), SALT considerations, and more.

Nancy Dollar: "​QSBS Planning for Shareholders: Trusts, Stacking, Rollovers, and More​"

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Nancy Dollar
Nancy Dollar
Partner
San Francisco, CA