QSBS Planning Calculator
Use this calculator to see how many Qualified Small Business Stock (QSBS) trusts you need to shelter your gains from taxes. This is not financial advice.
Step 1: Enter Your Equity Details
* For best accuracy, use the current value from your most recent 409A valuation.
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.