QSBS Tripwires and Opportunities for Venture Funds, with Jonathan Fish

In this episode of QSBS Solved, Brady is joined by Jonathan Fish, CEO of Cap Gains Inc. and founder of QSBSEXPERT.com. Jonathan shares how his experience as a CPA working with private equity and venture funds led him to build one of the most trusted resources on Qualified Small Business Stock. He explains the gaps he saw in both education and advisory support, and how those gaps shaped his decision to launch tools and services that help shareholders, founders, and funds make the most of QSBS.The conversation covers common pitfalls that put eligibility at risk, from structuring mistakes and equity issuance problems to challenges around data collection at exit. Jonathan outlines how Cap Gains works with venture funds and their partners to anticipate tripwires, prepare documentation, and identify opportunities such as rollovers and exit planning strategies. Contact: [email protected] | www.QSBSrollover.comDisclaimer: This podcast is for general informational and educational purposes only and does not constitute tax, legal, financial, investment, or other professional advice. The discussion reflects the personal views and experiences of the speakers as of the date of recording and may not reflect current law, regulations, or IRS guidance, which are subject to change. Nothing in this episode should be relied upon as advice for any specific situation. The implementation of Section 1202 (QSBS) rules and impacts are highly fact-specific and depend on individual circumstances; listeners should not act or refrain from acting based on this content without first consulting a qualified tax advisor, attorney, or other professional regarding their particular facts and circumstances. The host, the guest, and their respective affiliated firms disclaim any liability arising from reliance on the information presented in this episode.