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"