Updated
Updated · Wealth Management · Jun 16
Estate Planning Webinar Sets July 23 Session on QSBS 2.0 and Large-Estate Trust Strategies
Updated
Updated · Wealth Management · Jun 16

Estate Planning Webinar Sets July 23 Session on QSBS 2.0 and Large-Estate Trust Strategies

1 articles · Updated · Wealth Management · Jun 16

Summary

  • July 23 is the date for a one-hour webinar on estate planning for large estates, focused on "QSBS 2.0" opportunities after the One Big Beautiful Bill Act.
  • Section 1202 qualified small business stock rules will be a central topic, including how founders can stack multiple capital-gains exclusions across family members.
  • Non-grantor trusts will be presented as a key planning tool to protect family members and reduce state income taxes, alongside drafting challenges versus irrevocable grantor trusts.
  • 3:00 p.m. EDT is the scheduled start time, and continuing-education credits for CLE, CFP and several other designations have been applied for and are pending approval.

Insights

With the IRS targeting QSBS stacking, how can wealthy families multiply tax breaks without triggering a federal audit?
As more states reject federal QSBS tax breaks, where can founders still legally avoid both state and federal capital gains?