Wealth Management

Increased Planning Opportunities Using QSBS Exclusions

Paul Lee explores how the One Big Beautiful Bill Act transforms qualified small business stock planning with new limits and ...
JD Supra

Independent Sponsors: Section 1202 Qualified Small Business Stock

This Holland & Knight alert provides an overview of the benefits of Internal Revenue Code Section 1202 in the context of Independent Sponsor transactions. If the requirements of Section 1202 are ...
JD Supra

Section 1202 – Enhanced Opportunities in Increased Exclusions and Caps

Prior to the One Big Beautiful Bill Act signed by President Trump on July 4, 2025 (the “OBBBA”) , Section 1202 provided that non-corporate taxpayers that acquired qualified small business stock after ...
Forbes

Maximize QSBS Windfalls By Selling Startup Stock Tax-Free

For founders and early employees at startups, qualified small business stock (also called QSBS or Section 1202) is the best tax break you'll find. If criteria is met, individuals can sell their shares ...
Law

Section 1202 Under the OBBBA Offers Powerful New Benefits to Startup Investors

Gregory W. Payton (L) and Harry P. Teichman (R) of Stinson. Courtesy photos.. With the signing of the One Big Beautiful Bill Act, changes to Section 1202 of the Internal Revenue Code will ...
Business Insider

PhoneX Shares May Qualify as Qualified Small Business Stock (QSBS) under Section 1202 of the Internal Revenue Code

New York, NY, Oct. 24, 2025 (GLOBE NEWSWIRE) -- PhoneX Holdings, Inc. (OTC: PXHI) today announces to its shareholders that the Company has determined that, based on its current understanding of the ...