If you’re a tech entrepreneur, investor, or early-stage founder, this could be one of the most tax-advantaged moments in recent history to build—and sell—a small business.
The Senate just passed changes to Qualified Small Business Stock (QSBS) that dramatically expand its benefits:
Why does this matter?
At JN Private Wealth, we work with entrepreneurs and business owners to help maximize the long-term value of your exit—and the new QSBS framework just became an even more powerful tool in that strategy.
Want to learn how QSBS fits into your business exit planning?
I’d be happy to share a copy of my book, Exit on Your Own Terms, or walk you through a customized Exit Readiness Plan.
This information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Past performance does not guarantee future results. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. Any opinions are those of the author, and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice.
Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person’s situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
