QSBS Strategy for Big Gains: Wiping Out $30M in Taxes

Have a client with a $30M capital gain on the horizon? With QSBS under the OBBBA expansion, you can multiply exclusions across family and trusts to eliminate huge tax exposure.

Key takeaways:
• Exclusion cap is now $15M per taxpayer (or 15× basis)
• Multiply exclusions with spouse, children, non-grantor trusts
• Timing matters—gifts must happen before the LOI

This is how advanced planning creates life-changing tax savings.
TaxPlanIQ helps you structure it right and on time. #short