Complimentary for Members

October 29, 2026

Live Webcast

NYSED 1
•
NASBA 1

Why you probably shouldn't try to qualify for QSBS under 1202

October 29, 2026
Live Webcast
NYSED 1
•
NASBA 1

Why you probably shouldn't try to qualify for QSBS under 1202

  • Instructor

    Matthew
    Foreman

After OBBBA was passed, there has been a lot of discussion about qualifying for QSBS treatment, but very little on why you might want to avoid it. This session will inform the attendees about section 1202 of the Internal Revenue Code, specifically challenges and common problems.

Learning Objectives

  • Explain the qualifications and thresholds under Section 1202 of the Internal Revenue Code.
  • Identify common mistakes and misunderstandings involving entity classifications and the amount of the exclusion.
  • Evaluate the factors to consider when determining whether QSBS is a viable tax-planning option.

Major Topics

  • Section 1202 Overview
  • Common QSBS Misunderstandings
  • Tax Planning Considerations

CPE Credits Available

NYSED 1
NASBA 1
1
Taxation (NYSED) - NYSED
1
Taxes (NASBA) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None.

Intended Audience

CPAs, attorneys, financial planning professionals.

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