Welcome to Business Owner Bootcamp, the Wealthspire Advisors podcast designed to help business owners and entrepreneurs take control of their finances. Hosts and financial advisors Michael Delgass and Sandy Wiggins break down key topics like tax strategies, exit planning, business valuations, and real-world experiences with expert guests.
In this episode, co-host Michael Delgass and Advisor Kevin Brady, Senior Vice President at Wealthspire Advisors, dive into the powerful tax planning tool known as Qualified Small Business Stock (QSBS). They explore recent legislative updates, including increased exclusions and shortened holding periods, and unpack strategies like stacking and trust structuring to maximize tax benefits. Whether you're a founder, investor, or advisor, this conversation offers valuable insights into how QSBS can help business owners reduce capital gains taxes and enhance estate planning.