The Art of the Deal seminar on Qualified Small Business Stocks (QSBS) will be held via ZOOM on Thursday, March 6th at 12PM-1PM PST by Brian Gormley, First Vice President of The Bankhead Group at Morgan Stanley. Please RSVP to receive Zoom link details.

Inside the Qualified Small Business Stock (QSBS) Exclusion - Designed to encourage investment in small businesses, the Qualified Small 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.