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  2. Qualified small business stock exclusion: Who’s eligible?

    www.thetaxadviser.com/issues/2021/nov/qualified-small-business-stock-exclusion...

    Sec. 1202 was enacted to incentivize investment in certain small businesses by permitting gain exclusion upon the sale of qualified small business stock (QSBS). This 30-year-old Code section is very popular, especially since 100% of gain is excluded for QSBS issued after 2010.

  3. Section 1202 of the IR Code & Tax Breaks for Small Businesses

    www.investopedia.com/terms/s/section-1202.asp

    Section 1202, also called the Small Business Stock Gains Exclusion, is a portion of the Internal Revenue Code (IRC) that allows capital gains from select small business stock to be excluded...

  4. Sec. 1202: Small Business Stock Capital Gains Exclusion - The Tax...

    www.thetaxadviser.com/issues/2013/may/clinic-may2013-story-07.html

    For taxpayers other than corporations, Sec. 1202 excludes from gross income at least 50% of the gain recognized on the sale or exchange of qualified small business stock (QSBS) that is held more than five years.

  5. Qualified Small Business Stock (QSBS): Definition and ... - ...

    www.investopedia.com/terms/q/qsbs-qualified-small-business-stock.asp

    Qualified small business stock (QSBS) can be eligible for a capital gains exclusion of up to 100%. Additionally, there are holding requirements for the full exclusion of alternative minimum tax...

  6. Inside the Qualified Small Business Stock (QSBS) Exclusion - ...

    www.morganstanley.com/.../atwork/qualified-small-business-stock/QSBS-Exclusion.pdf

    Business Stock (QSBS) exclusion provides owners of eligible companies with a tax exclusion for some—or all—of the gains realized on the sale of their stock. But eligibility rules are complex, so advance planning and tax advice are critical.

  7. Almost too good to be true: The Section 1202 qualified small...

    www.plantemoran.com/explore-our-thinking/insight/2021/08/the-section-1202...

    A tax incentive for sellers of qualifying C corporations went largely unnoticed until recent years. Section 1202, or qualified small business stock gain exclusion, has become a go-to tax planning strategy. Learn more to make sure you’re not missing out.

  8. A Section 1202 Walkthrough: The Qualified Small Business Stock...

    frostbrowntodd.com/a-section-1202-walkthrough-the-qualified-small-business...

    Section 1202 allows stockholders to claim a minimum $10 million federal income tax gain exclusion in connection with their sale of qualified small business stock (QSBS) held for more than five years. Assuming a 23.8% federal income tax rate, stockholders selling $10 million worth of QSBS qualify for a $2,380,000 gain exclusion.

  9. Investments in qualified small business stock - The Tax Adviser

    www.thetaxadviser.com/.../2020/dec/investments-qualified-small-business-stock.html

    Partial exclusion for gains from certain small business stock: The Code provides favorable treatment for gains from investing in small business stock under Sec. 1202. For stock acquired after Sept. 27, 2010, individual investors may exclude 100% of the gain they realize on the disposition of QSBS if it is held for more than five years.

  10. Qualified Small Business Stock (QSBS) Explained - Carta

    carta.com/learn/startups/tax-planning/qsbs

    Understand the qualified small business requirements and how to take advantage of QSBS tax treatment for eligible stock options. The QSBS exclusion is a U.S. tax benefit that applies to eligible shareholders of a qualified small business.

  11. IRS Limits Qualified Small Business Stock Tax Exclusion - Forbes

    www.forbes.com/.../01/31/irs-limits-qualified-small-business-stock-tax-exclusion

    After issuing a series of taxpayer-friendly rulings, the IRS recently issued guidance limiting the scope of section 1202. Section 1202 is the tax provision that enables taxpayers to exclude...