Qualified Small Business Stock: QSBS Exemption, 1202 Rules, Limits and Requirements
Summary: Qualified small business stock (QSBS) is stock in a domestic C corporation that meets the requirements of Section 1202 of the tax code. If
Financial planning and investment insights tailored to individuals expecting sudden wealth from company stock options, sale of a business, inheritance, or trust fund distribution. Develop a strategy to make the most of the windfall and design an investment plan going forward. If you’re expecting a lump sum from an inheritance, sale of a business, trust, or stock options after an IPO, you’ll want to get a plan in place to best utilize your sudden wealth. An unexpected windfall can change your life.
Summary: Qualified small business stock (QSBS) is stock in a domestic C corporation that meets the requirements of Section 1202 of the tax code. If
Summary: how an employee tender offer works and when to consider selling shares Accepting a tender offer means the company buys back some of your
What is the Massachusetts millionaires tax? Since 2023, Massachusetts applies a 4% surtax is applied to taxable income and capital gains over $1M (since indexed
Thinking about selling your business? Before you weigh any offer, figure out what you spend, what you’d keep after taxes and deal terms, and whether it’s enough.
What is Sudden Wealth Syndrome? Sudden wealth syndrome (SWS) describes the emotional stress, anxiety, guilt, or decision paralysis that some people experience after receiving a
UPDATE: Oura delayed its IPO on September 29th, 2026. Oura publicly filed its S-1 with the SEC on September 3, 2026. Oura employees should prepare
What to Expect When Anthropic Goes Public Employees with RSUs and stock options need to start making a plan for their equity – fast. Because
The first 90 days after a liquidity event are the most important to set the right foundation and preserve your optionality. The priority isn’t making
SpaceX employee lockup rules and key dates for liquidity.
Although the most common way for a company to go public is through the traditional initial public offering (IPO) process, it’s not the only method.