Brian Lucareli, director of Foley Private Client Services (PCS) and co-chair of Foley’s Family Offices group, sits down with Jordan Bergmann, senior counsel and member of our Tax group, for a 10-minute interview to discuss qualified business stock. During the interview, Jordan defined qualified small business stocks (QSBS), and the tax benefits they provide, and explained how family offices can take advantage of the QSBS exception.
Author(s)
Brian L. Lucareli
Director of Foley Private Client Services
[email protected]
Milwaukee
414.297.4950
Related Insights
22 May 2024
Events
Navigating the Healthcare World Update
Foley partner Larry Vernaglia, co-chair of the firm’s Providers of Health Care Services Area of Focus, is speaking in a full-day seminar hosted by the New Hampshire Bar Association titled “Navigating the Healthcare World Update.”
15 May 2024
Foley Ignite
What Will it Mean for the Innovation Ecosystem if a Recovery in Venture Fundraising Takes Longer than Expected?
Everyone is watching to see when venture fundraising will rebound. There has been much speculation surrounding when it will bounce back, and PitchBook is is now predicting it could be 2028 before we see a real recovery in venture fundraising.
15 May 2024
Dashboard Insights
Foley Automotive Update
This update helps automotive suppliers inform their legal and operational decisions to help address challenges and opportunities.