Protect your QSBS tax break

QSBS is a powerful tax provision allowing startup founders, employees, and investors to potentially save up to millions in capital gains taxes when selling eligible company shares.

With recent legislation expanding the rules and benefits of QSBS, knowing how to maintain eligibility is crucial to protecting your potential tax savings.

Carta’s free eligibility guide is a great place to start, covering:

• The QSBS expansion and what it means for companies and shareholders

• Common pitfalls that can jeopardize your QSBS status

• Why annual QSBS reviews and attestation letters matter

• How Carta can help you maximize savings on capital gains