QSBS Tax Specialists
Get Connected with a Section 1202 Expert
QSBS rules are complex. The holding period calculation alone involves IRC Section 1202, 1223, and 83(b) interactions. Work with an advisor who specializes in qualified small business stock.
Eligibility Verification
Confirm your stock meets the qualified small business requirements under IRC 1202(c) and 1202(e).
Holding Period Calculation
Determine your exact 5-year start date based on stock type, 83(b) elections, and tacking rules under IRC 1223.
State Tax Planning
Navigate states that don't conform to Section 1202, including California, Pennsylvania, New Jersey, and Mississippi.
We connect you with CPAs and tax attorneys who have direct experience with Section 1202 exclusions. All advisors in our network specialize in startup equity taxation.
Find a QSBS Advisor
Tell us about your situation. We'll match you with the right firm.