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In The News

QSBS for Founders and Investors: Blueprint to Unlocking the Tax Exclusion

November 3rd 2025

Discover how the latest enhancements to Qualified Small Business Stock (QSBS) rules can transform your exit strategy. This executive guide—crafted for entrepreneurs, investors, and family offices—explains how C-corporation stock can qualify for up to $15 million in federal tax-free gains per taxpayer, thanks to recent legislative updates. Learn about the new tiered exclusion system, critical eligibility tests, and advanced planning strategies such as trust stacking, state tax optimization, and IRC 1045 rollovers. Whether you’re preparing for a liquidity event or structuring your next venture, this resource provides a practical roadmap for maximizing after-tax outcomes and navigating complex compliance requirements.

Read the full article here.

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Cynosure Portfolio Advisors
Salt Lake City
(801) 521-3100
111 S. Main Street, Suite 2350
Salt Lake City, UT 84111
New York City
(801) 521-3100
888 7th Ave, Suite 2306
New York, NY 10106
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The information presented is general in nature and is not intended to address the circumstances of any particular individual or entity. Investment strategies and services discussed may not be appropriate for all clients. Cynosure Portfolio Advisors, LLC (“CPA”) is an affiliate registered investment adviser of The Cynosure Group. CPA is registered with the U.S. Securities and Exchange Commission; registration does not imply a certain level of skill or training. This website is provided for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. Advisory services are provided only pursuant to a written advisory agreement and in accordance with CPA’s Form ADV. A copy of CPA’s Form ADV Part 2A and Form CRS is available atwww.adviserinfo.sec.gov. Investment advisory services involve risk, including the possible loss of principal. CPA does not provide legal or tax advice, and clients should consult their own legal or tax professionals.