Ten Minute Interview: Qualified Small Business Stock under Section 1202

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.