QSBS Resource Center

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Our annual gathering for QSBS-savvy advisors.

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01
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Deep Dive on "Canadian QSBS": The Canada Growth Incentive Could Supercharge Canadian Startups
Research TeamNov 6, 202622 min read
02
Article · Education
QSBS for Life Sciences and Health Tech: What Founders Need to Know
Research TeamOct 14, 20269 min read
03
Article · Education
This Year in QSBS: 7 Topics Advisors are Talking About
Research TeamSep 15, 202616 min read
04
Article · Education
New Podcast: QSBS for Startup Founders and "Structural Alpha"
Research TeamSep 2, 20265 min read

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Podcast — QSBS, Solved

Episode

33 Years of QSBS (Rewriting BNA 760), with Ryan Dobens and Christopher Karachale

QSBS, Solved

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Video Archive

Browse the full library by topic

General QSBS

What is QSBS? (Qualified Small Business Stock, Section 1202)

General QSBS

QSBS Eligibility and Rules (Section 1202 Eligible Businesses)

A pen-and-ink watercolor illustration of the Griffith Observatory perched atop a hill with winding paths and shrubbery

QSBS Summit

The National Gathering for QSBS Advisors

The 2027 QSBS Summit will be here soon!

Learn more about the Summit

QSBS Guidance for Every Exit

QSBS Rollovers: The Complete Section 1045 Resource

Guides and explainers to help you master QSBS.

"QSBS, Solved" is the only QSBS-focused podcast around.

The best videos on key QSBS topics.

Our annual gathering for QSBS-savvy advisors.

Deep Dive on "Canadian QSBS": The Canada Growth Incentive Could Supercharge Canadian Startups

QSBS for Life Sciences and Health Tech: What Founders Need to Know

This Year in QSBS: 7 Topics Advisors are Talking About

New Podcast: QSBS for Startup Founders and "Structural Alpha"

33 Years of QSBS (Rewriting BNA 760), with Ryan Dobens and Christopher Karachale

33 Years of QSBS (Rewriting BNA 760), with Ryan Dobens and Christopher Karachale

QSBS Eligible? “Health” and Life Sciences, with Myra Sutanto Shen

5 QSBS Questions I Actually Get From VC Clients, with VJ Occhino

QSBS for Startup Founders and "Structural Alpha", with Brad Dillon (a16z)

S-Corp to C-Corp: Unlocking QSBS Benefits, with Blaine Woodson

Tax Insurance and "Sleeping Well" With QSBS, with Doug Brody

QSBS Masterclass Series (Part 5): Planning for the Sale of QSBS

Assessing Risk and Complexity with QSBS, Featuring Mark Melton

Incentives, Asset Location, and Founder Wealth Planning, with Dr. Daniel Gilham (Farther)

QSBS Masterclass Series (Part 4): QSBS Impacts After Conversions and Reorganizations

QSBS Masterclass Series (Part 3): Substantiating and Documenting QSBS

QSBS Masterclass Series (Part 2): Section 1045, QSBS Rollover Planning

QSBS Masterclass Series (Part 1): Maximizing QSBS, Section 1202 Planning

Equity Comp, RSUs, Startup Stock and QSBS Considerations, with CJ Stermetz

Founder-focused QSBS Planning and The Rollover Problem, with Nick King

Valuation Methodologies and Approaches to Valuing Startups, with Complete Advisors

Modern Trust Stacking and Estate Planning for QSBS, with Brian Lamb

Startup Equity Diversification and Risk Mitigation, with Recursive Ventures and Aption

Substantiating QSBS, Qualified Trade or Business, and Gross Asset Tests, with Scott Dolson

The Startup Leaderboard That Gets Founders VC Intros, with Mat Sherman

Tax Incentives That Attract Capital to Startups and Small Businesses, with Mark Leeds

Go-to-Market Strategy as a Catalyst for M&A with Alex Shartsis (Silverwood)

QSBS Tripwires and Opportunities for Venture Funds, with Jonathan Fish

QSBS Opinion Letters, OBBBA Updates, and SAFEs with Chris Karachale

Unveiling A Hidden Goldmine: QSBS Tax Exemption (From The Teaching Tax Flow Podcast)

Inside Private Secondary Markets with EquityZen’s Phil Haslett

Bootstrapping, QSBS, and Lessons From 2,000+ Acquisitions (with Andrew Gazdecki)

Understanding The New QSBS Rules (OBBBA Webinar with Frost Brown Todd)

Startup Valuation 101 (with Dan Eyman)

Leveraging QSBS for Wealth Creation (Swimming with Allocators)

QSBS FAQ

What Isn't QSBS?

Post-Exit Planning and QSBS Rollovers for Founders (with Mark Cecchini)

QSBS Tax Savings for Series A/B Founders

Founder-Focused Trust, Estate, and QSBS Planning, with Michael Arlein

Browse the full library by topic

What is QSBS? (Qualified Small Business Stock, Section 1202)

QSBS Eligibility and Rules (Section 1202 Eligible Businesses)

The National Gathering for QSBS Advisors

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