DEPC Meeting: The P’s and Q’s of QSBS
Please join DEPC for our upcoming seminar:
The P’s and Q’s of QSBS
The Program:
Even before the One Big Beautiful Bill Act (OBBBA), qualified small business stock (QSBS) were touted as one of the most powerful tax-saving tools available. By leveraging and stacking the QSBS benefits, astute planners can achieve significant tax savings for their clients. However, the QSBS rules contain several traps and pitfalls for the unwary.
In this presentation, Griffin Bridgers, J.D., LL.M. (Taxation) will cover how we can “mind our P’s and Q’s” when it comes to discussing and implementing the benefits of QSBS with our clients. Griffin will discuss the basics and hidden traps of key QSBS requirements, including:
- Primary issuance, and what that means – especially as relates to per-issuer limitations
- Property contributions for QSBS, and how such contributions affect the benefits and holding period
- Limitations on ownership by pass-throughs
- Prohibited professions, and the qualified trade or business rule
- The qualified small business limitations on funding, and their qualitative and quantitative boundaries
- Qualified rollovers, and questionable redemptions
Presented By:
Griffin Bridgers, J.D., LL.M. is a Member at Illumine Legal LLC in Denver, Colorado and also serves as an outsourced subject matter expert in estate and wealth transfer for RIA firms, CPAs, and family offices. In addition to his professional services, Griffin is a go-to educational resource in tax and estate planning for thousands of attorneys, wealth strategists, CPAs, trust officers, advisors, estate tech companies, and other wealth transfer professionals through his Substack newsletter, State of Estates, and his YouTube channel.
Thank you to our Meeting Sponsor, Illumine Legal LLC!
The meeting begins with networking and lunch at 7:30 a.m. The presentation will begin at 8:00 a.m.
Members are invited to bring guests. Guests may attend their first meeting free of charge and for a $50 fee for subsequent meetings. Printed copies of the presentation will not be available at the meeting. If available, a copy of the presentation will be posted on the website.
You are invited to email our office manager, Stephanie Hill, at denverepc@gmail.com with any questions.
This presentation qualifies for CPE credit in Colorado.
Learning objectives: This program is intended to inform participants on Estate Planning Issues.
Instructional delivery method: Live instructor
CPE credits: 1 (one) hour
Field of study: Estate Planning
Prerequisites: None
Program Level: Basic
Advance Preparation: None
Program Description:
Course Registration Requirements: Click Register Now on this page or email Stephanie Hill at stephanie@nonprofitadmin.com
Refund Policy: N/A, cost included in annual membership dues
Complaint Resolution Policy: Complaints regarding CPE programming can be submitted to DEPC, P.O. Box 370596, Denver, CO 80237 or to denverepc@gmail.com
