Emerald GEM 16: Tax Strategies for Selling Qualified Small Business Stock

Andrew J. Horwitz, CFP® |
Emerald GEMs

August 18, 2020—When considering the sale of qualified small business stock, you may be asking if there are any income and estate tax-advantaged opportunities that may allow you to exclude federal capital gains taxes on such sale and reduce potential estate taxes. National Director of Wealth Strategies Drew Horwitz discusses Qualified Small Business Stock (QSBS), how it works, and how it may create effective tax strategies for small business investors and owners.

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Episode 10: Estate Tax Mitigation Strategies

Blair Talty |
Emerald GEMs

July 7—By drastically increasing the federal estate and gift tax exemption, the 2017 Tax Cuts and Jobs Act created a significant estate tax mitigation opportunity for high-net-worth individuals and families. The question now is: Have already strong estate tax mitigation opportunities become even more powerful in the pandemic?  National Director of Wealth Strategies Blair Talty discusses how these strategies have indeed been strengthened during COVID-19.

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