Thinking about gifting your QSBS (Qualified Small Business Stock) shares? 💭
Before you do, make sure you understand the Do’s and Don’ts that could mean the difference between massive tax savings or costly mistakes.
In this video, we break down:
✅ How QSBS gifting works and who it makes sense for
✅ Why non-grantor irrevocable trusts can protect your assets and your family’s future
✅ When to gift shares for the best tax outcome (hint: lower valuations = more savings)
✅ The IRS rules around lifetime exclusions, multiple trusts, and avoiding gift taxes
✅ How gifting can save you $2.38 million or more per trust
If you’re a founder, early investor, or tech professional with big gains on the horizon, this video is a must-watch before you move your shares.
💡 Pro tip: Always work with your CPA, financial advisor, and estate attorney to get this right, the IRS doesn’t do “do-overs.”
