QSBS Masterclass Series, Featuring Scott Dolson (Frost Brown Todd)
We recorded our 5-part QSBS Masterclass Series in conjunction with Scott Dolson, Partner and leader of Frost Brown Todd’s tax planning team and co-chair of the firm’s private equity industry team. The scope of Scott’s tax practice encompasses tax planning for business formations, ownership arrangements, LLC agreements and M&A transactions. Scott’s corporate practice extends to handling M&A transactions, equity compensation arrangements and general corporate law matters.
Scott has written dozens of long-form articles and thousands of pages on QSBS, QSBS planning, and opined on the nuances of Section 1202 and Section 1045. In this series we use some of Scott's most foundational articles as jumping off points for our conversation.
At QSBSrollover.com our team works to compile the best available information about QSBS and QSBS Rollovers so that founders and investors can understand the planning opportunities and tax-saving potential associated with Sections 1202 and 1045.
QSBS Masterclass Series (Part 1): Maximizing QSBS, Section 1202 Planning
Based off of Scott’s article titled, Maximizing Section 1202’s Gain Exclusion, and in audio form on the QSBS, Solved podcast.
QSBS Masterclass Series (Part 2): Section 1045, QSBS Rollover Planning
Based off of Scott’s article titled, Finding Suitable Replacement Qualified Small Business Stock (QSBS) – A Section 1045 Primer, and in audio form on the QSBS, Solved podcast.
QSBS Masterclass Series (Part 3): Substantiating and Documenting QSBS
Based off of Scott’s article titled, Substantiating the Right to Claim QSBS Tax Benefits, and in audio form on the QSBS, Solved podcast.
QSBS Masterclass Series (Part 4): QSBS Impacts After Conversions and Reorganizations
Based off of Scott’s article titled, Conversions, Reorganizations, Recapitalizations, Exchanges and Stock Splits Involving Qualified Small Business Stock, and in audio form on the QSBS, Solved podcast.
