QSBS Rollover is pleased to announce the first national conference for QSBS practicioners and advisors, to be held in Jackson, WY, September 23-25, 2026.
The 2026 QSBS Summit is the inaugural gathering of QSBS-focused planners and advisors from the legal, tax, and investment ecosystems to collaborate around advanced strategies for maximizing Qualified Small Business Stock benefits.
The Summit will bring together the most active Qualified Small Business Stock practitioners, tax advisors, attorneys, wealth managers, family offices, and investors in the industry for a focused time of advanced education, practical planning strategies, and meaningful networking to expand the QSBS advisory landscape.
Attending the QSBS Summit is a unique opportunity to hear directly from the professionals shaping the future of QSBS planning. You'll leave with actionable insights and proven strategies to help maximize QSBS benefits for the clients, founders, and investors in your network.
Explore strategies for maximizing the QSBS exclusion across complex ownership structures, trusts, gifting arrangements, and other special situations. Learn how leading practitioners approach challenging planning opportunities while maintaining compliance.
Discover the techniques that successful founders and investors are using to preserve wealth and reinvest capital back into the startup ecosystem.
M&A transactions, recapitalizations, secondary sales, and liquidity events can significantly impact QSBS eligibility and benefits. Learn how experienced advisors structure deals to protect and maximize available exclusions.
Dedicated sessions will focus on the needs of family offices, wealth managers, boutique advisory firms, tax professionals, and legal practitioners who regularly encounter QSBS opportunities. Walk away with practical frameworks you can immediately apply to client situations.
The QSBS Summit is designed for:
Registration details and speaker announcements coming soon.
