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.