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LTN · WLTH · PLNNG · TXES · RSK · DSCPL · LEGCY · MNEY · GRWTH · FMLY · FUNDS · CSHFL · INCME · BDGT · DBTFR · RTMT · BSNS · INSRE · ESTT · FDCY ·
Planning to Sell Your Business Someday? How Section 1202 (QSBS) Could Help You Keep More of What You Built
Most business owners spend decades building their company and only a few months planning the sale.
That can be an expensive gap.
Section 1202 of the tax code (QSBS) may allow some owners to exclude up to $15 million of gain from federal tax when they sell. The 2025 tax law made it even more flexible.
This material is provided for general information and education only. It is not an offer or solicitation to buy or sell any security, and it is not personalized investment, tax, or legal advice. Any strategies discussed may not be suitable for your situation.
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Diversification and rebalancing do not guarantee a profit or protect against loss in a declining market.
Argenis David Biscardi is a registered representative and investment adviser representative. This communication is strictly intended for individuals residing in the states of CA, CO, FL, HI, MN, MT, NV, OR, TX, UT, VT, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Check the background of this financial professional on FINRA’s BrokerCheck at brokercheck.finra.org. Osaic Form CRS is available at osaic.com/crs.
