One of the most overlooked tax strategies for entrepreneurs and early-stage investors is the Qualified Small Business Stock (QSBS) exclusion under IRC §1202. When structured properly, QSBS can allow up to a 100% exclusion of federal capital gains on the sale of stock—potentially saving millions in taxes.
The Return of Full Expensing: How the One Big Beautiful Bill Act Revived 100% Bonus Depreciation
One of the most overlooked tax strategies for entrepreneurs and early-stage investors is the Qualified Small Business Stock (QSBS) exclusion under IRC §1202. When structured properly, QSBS can allow up to a 100% exclusion of federal capital gains on the sale of stock—potentially saving millions in taxes.
The Hidden Value in Business Assets
When buyers evaluate a business, they don’t just look at revenue and profit. They also look closely at the assets that power operations — vehicles, tools, and specialized equipment. These tangible pieces often tell a story about how well a company is run and how ready it is for a seamless transition.
Planning Ahead: How the 2026 Tax Changes May Trigger AMT
As many of our clients know, several provisions of the 2017 Tax Cuts and Jobs Act (TCJA) are scheduled to sunset at the end of 2025. One area that deserves special attention is the Alternative Minimum Tax (AMT).





