FPA Takeaways: Upstream Gifting, QSBS Exclusions
Release Date:
Ross and Dan recap their takeaways from last week's Financial Planning Association conference. In particular they cover two strategies that can help avoid capital gains tax: upstream gifting, and the qualified small business stock exclusion.E-mail your questions or thoughts for Ross and Dan to checkyourbalances@outlook.com!
FPA Takeaways: Upstream Gifting, QSBS Exclusions