How the Qualified Small Business Stock Exclusion Slashes Your Tax Bill

If you've ever invested in a startup or thought about it, here's a tax break that could save you millions. The Qualified Small Business Stock exclusion, or Section 1202, lets you exclude up to $10 million or 10 times your basis in capital gains when you sell qualifying stock held for over 5 years. Lucas and Luna break down the rules with a concrete example: a $1 million investment in a biotech startup that grows to $20 million. They explain the conditions—C-corporation, gross assets under $50 million, original issue stock—and the pitfalls like state conformity and the alternative minimum tax. This episode gives you the practical checklist investors need to know before putting money into a small business. Plus, a brief moment on why we keep this podcast ad-free and listener-supported. #QualifiedSmallBusinessStock #Section1202 #CapitalGainsTax #TaxStrategy #FexingoBusiness #BusinessPodcast #StartupInvesting #TaxExclusion #SmallBusiness #Ccorporation #AMT #TaxPlanning #Finance #Investing #Entrepreneurship #VentureCapital #LongTermInvestment #TaxSavings Keep every episode free: buymeacoffee.com/fexingo