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QSBS Trust Insights
July 7, 2025
Major QSBS changes: $15M exclusion and new tiered benefits under the One Big Beautiful Bill
Learn how the new law expands tax exclusions, introduces graduated holding period benefits, and broadens eligibility for larger companies.
August 14, 2026
QSBS Audit Risk: What Treasury's New Working Paper Means for Founders (and How to Prepare)
Treasury's new working paper put $140B on QSBS. What's driving rising §1202 audit risk, and four steps to make your file audit-ready.
August 14, 2026
The ING Trust (Incomplete Non-Grantor): How Founders Use Them, and Why CA and NY Founders Can't (2026)
ING trusts let founders avoid state tax on QSBS—but California and New York closed the door. Where they still work, and the alternatives.
August 14, 2026
IDGT vs Non-Grantor Trust vs SLANT: A Founder's Decision Matrix (2026)
IDGT, non-grantor trust, or SLANT? A founder's decision matrix for QSBS stacking vs. estate freezing—plus the hybrid play that does both.
August 14, 2026
Founder Secondary Sales: QSBS, Taxes, and the $5M Tender Offer
Founder secondary sales and QSBS: when the §1202 exclusion survives, the compensatory-tender trap, and how a $5M tender offer is really taxed.
August 14, 2026
The $75M Gross Asset Test: How OBBBA Changed Who Qualifies as a Qualified Small Business (2026)
OBBBA raised the QSBS gross-asset cap from $50M to $75M. How the §1202 size test works, the timing traps founders miss, and who now qualifies.
