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QSBS Tax Planning

QSBS tax planning

We are often approached by clients asking very similar questions regarding their Qualified Small Business Stock. Some common questions are below:

  • Do my shares qualify for QSBS treatment? 
  • Should I sell my shares now or wait? 
  • If I do sell, how much should I set aside for taxes?
  • How does this affect my other equity, such as ISO, NSO, RSU, or ESPP from this company or another employer? 
  • Who can draft a QSBS opinion letter for me so I am comfortable with the approach I am taking on my taxes? 
  • What can I do now to help me save money on the sale of these shares? Are there any strategies or tax deferral options for me to reduce my tax burden? 

If you have any of this common questions, just contact us below & we will be more than happy to assist you. 


Need help with QSBS tax assistance?

Call us today at (866) 681-2140, email us at, or fill out the form and we’ll get in touch immediately.

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