Episode 59: IN FOCUS: “Qualifying as Qualified Small Business Stock (Section 1202)”
Episode 59: IN FOCUS: “Qualifying as Qualified Small Business Stock (Section 1202)”
Episode 59: IN FOCUS: “Qualifying as Qualified Small Business Stock (Section 1202)”
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.
Today, we will discuss “Qualifying as Qualified Small Business Stock (Section 1202)” featuring Andrew Katzenberg who is a Partner at ArentFox Schiff LLP based in both Washington DC and New York City.
This week’s episode show will cover 1) the application of Section 1202, 2) the general requirements to meet the qualified small business stock (or “QSBS”) exemption, and 3) the special rules related to holding periods and entity control.
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From The Podcast
Jonathan On Money
Jonathan On Money explores various timely topics in personal finance and its intersection with Jewish life. Join Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management as he covers topics in investing, behavioral finance, estate planning, financial planning, taxes, insurance and more. Each show is packed with practical and actionable information.A must listen for all investors (especially Jewish ones) looking to be more intentional with their money. Also a great source of content for practitioners in the field of wealth management. This includes trust & estate attorneys, accountants, tax advisors, financial planners, insurance professionals, trust officers, and portfolio managers.Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. “ParkBridge Wealth Management” is not affiliated with Kestra IS or Kestra AS. https://www.kestrafinancial.com/disclosures Hosted on Acast. See acast.com/privacy for more information.Join Podchaser to...
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