Qualified Small Business Stock

also referred to as: qsbs

4 statements across 4 episodes · 4 bullish · 0 bearish · 4 people on the record · first statement Oct 12, 2022 by Nathan Latka · across every show →

Everything said about Qualified Small Business Stock, oldest first

Oct 12, 2022 positive
Assertion Supported
Latka: Founders can multiply $10M QSBS tax shelters via family trusts
“If you have kids and set up trust, you can actually use the QSBS, ten million, not just one time for your own, but trust for your kid, your wife. And I've seen people do this with 60, seventy million bucks.”
Nathan Latka Oct 12, 2022 ▶ 19:12 $100m Deck Builder: Bootstrapped to $100M Valuation
Nov 24, 2022 positive
Disclosure
Rubel bought an e-commerce business to extend his QSBS tax exemption
“Buying this business allowed me to extend my QSBS exemption from Glider. So I ended up like the money that I get on that position was really just in the tax savings from rolling the proceeds.”
Eli Rubel Nov 24, 2022 ▶ 13:15 Imagine doing $6.1m in revenue helping Loom, Dropbox, and G2 break $100m in ARR
Dec 1, 2022 positive
Insight
Dayton: Software startups should immediately incorporate as C-Corps for QSBS protection
“Every, every company, every software company out there, if you're not a C corp, like change to a C corp immediately. Cause you have to hold for five years as a C corp to get QSBS protection.”
Adrian Dayton Dec 1, 2022 ▶ 16:06 How he sold his $2.3m SaaS with approx $500k EBITDA for $6m+ Cash
Aug 22, 2024 positive
Assertion Supported
Founders can multiply $10M QSBS exemptions using multiple irrevocable trusts
“And so for federal taxes, if you want to save more money on federal taxes, what you do is you create a revocable trust and you gift your shares to your children or to your spouse or to your relative, your brother. And each of those trusts that you create gets …”
Alessandro Chesseri Aug 22, 2024 ▶ 11:19 The Revocable Living Trust Cheat Code for SaaS Founders (Save millions on taxeS)
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