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QSBS, Solved

QSBS Rollover (QSBSrollover.com)

QSBS, Solved is the definitive podcast on Qualified Small Business Stock (QSBS), IRC Section 1202 capital gains exclusions, and Section 1045 rollovers. Hosted by Brady Weller and presented by QSBS Rollover (QSBSrollover.com), the show delivers technical tax planning, legal structuring, and wealth preservation strategies for startup founders, venture capitalists, angel investors, and tax advisors.

Reach out to our team at QSBS Rollover (QSBSrollover.com). Contact: [email protected]

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Episodes

35 episodes

  1. 33 Years of QSBS (Rewriting BNA 760), with Ryan Dobens and Christopher Karachale 47:36
  2. QSBS Eligible? “Health” and Life Sciences, with Myra Sutanto Shen 38:56
  3. 5 QSBS Questions I Actually Get From VC Clients, with VJ Occhino 35:36
  4. QSBS for Startup Founders and "Structural Alpha", with Brad Dillon (a16z) 43:24
  5. S-Corp to C-Corp: Unlocking QSBS Benefits, with Blaine Woodson 35:23
  6. Tax Insurance and "Sleeping Well" With QSBS, with Doug Brody 39:45
  7. QSBS Masterclass Series (Part 5): Planning for the Sale of QSBS 34:57
  8. Assessing Risk and Complexity with QSBS, Featuring Mark Melton 38:18
  9. Incentives, Asset Location, and Founder Wealth Planning, with Dr. Daniel Gilham (Farther) 30:50
  10. QSBS Masterclass Series (Part 4): QSBS Impacts After Conversions and Reorganizations 29:52
  11. QSBS Masterclass Series (Part 3): Substantiating and Documenting QSBS 36:56
  12. QSBS Masterclass Series (Part 2): Section 1045, QSBS Rollover Planning 34:00
  13. QSBS Masterclass Series (Part 1): Maximizing QSBS, Section 1202 Planning 36:08
  14. Equity Comp, RSUs, Startup Stock and QSBS Considerations, with CJ Stermetz 31:17
  15. Founder-focused QSBS Planning and The Rollover Problem, with Nick King 37:06
  16. Valuation Methodologies and Approaches to Valuing Startups, with Complete Advisors 31:24
  17. Modern Trust Stacking and Estate Planning for QSBS, with Brian Lamb 33:51
  18. Startup Equity Diversification and Risk Mitigation, with Recursive Ventures and Aption 38:39
  19. Substantiating QSBS, Qualified Trade or Business, and Gross Asset Tests, with Scott Dolson 32:41
  20. The Startup Leaderboard That Gets Founders VC Intros, with Mat Sherman 34:48
  21. Tax Incentives That Attract Capital to Startups and Small Businesses, with Mark Leeds 46:28
  22. Go-to-Market Strategy as a Catalyst for M&A with Alex Shartsis (Silverwood) 36:29
  23. QSBS Tripwires and Opportunities for Venture Funds, with Jonathan Fish 35:07
  24. QSBS Opinion Letters, OBBBA Updates, and SAFEs with Chris Karachale 41:22
  25. Unveiling A Hidden Goldmine: QSBS Tax Exemption (From The Teaching Tax Flow Podcast) 24:24
  26. Inside Private Secondary Markets with EquityZen’s Phil Haslett 34:02
  27. Bootstrapping, QSBS, and Lessons From 2,000+ Acquisitions (with Andrew Gazdecki) 28:40
  28. Understanding The New QSBS Rules (OBBBA Webinar with Frost Brown Todd) 1:01:27
  29. Startup Valuation 101 (with Dan Eyman) 29:16
  30. Leveraging QSBS for Wealth Creation (Swimming with Allocators) 28:02
  31. QSBS FAQ 6:08
  32. What Isn't QSBS? 7:36
  33. Post-Exit Planning and QSBS Rollovers for Founders (with Mark Cecchini) 43:51
  34. QSBS Tax Savings for Series A/B Founders 28:56
  35. Founder-Focused Trust, Estate, and QSBS Planning, with Michael Arlein 47:23