Qualified Small Business Stock Planning
QSBS planning helps founders, investors, and business owners take advantage of valuable federal tax benefits that can exclude all or a portion of capital gains on the sale of qualifying stock. With the right structure and timing, these provisions can significantly reduce or eliminate tax on a future exit.
Lumsden McCormick helps you evaluate eligibility, structure ownership, and plan transactions to maximize QSBS benefits while maintaining compliance. By integrating QSBS considerations into your broader tax and business strategy early, we help you protect value, manage risk, and position your company for the most tax-efficient outcome possible.
Latest Insight
CAPE Opens in ACE: What Importers Need to Know About IEEPA Refund Processing
U.S. Customs and Border Protection (CBP) activated the Consolidated Administration and Processing of Entries (CAPE) functionality in the Automated Commercial Environment (ACE) on April 20, 2026, marking the first operational mechanism for processing refunds of duties paid under tariffs illegally imposed pursuant to the International Emergency Economic Powers Act (IEEPA).
