QSBS Planning Calculator
Estimate how many QSBS trusts you may need and model potential savings. This is not financial advice.
Step 1: Enter your equity details
Enable this to enter current estimated value and estimate gift‑tax impact.
New IRS rules apply to the QSBS exclusion for shares issued after this date.
What makes stock QSBS-qualified?
To qualify, the stock must be from a U.S. C-Corporation with gross assets at or below a specific limit immediately after the stock was issued. Based on your selection, the gross assets limit for your shares is $50 million. Several other holding period and active business requirements also apply.
Have questions about your QSBS plan?
If your situation is nuanced or you just prefer a guided conversation, book a quick call with our team. We'll help you validate eligibility, trust counts, and next steps.