Estate planning Q&A: Planning with 1202 exclusions

Estate planning Q&A: Planning with 1202 exclusions

< Back to the Resource GalleryEstate planning Q&A: Planning with 1202 exclusionsARTICLE | February 03, 2026 | By RSM US LLP OBBBA significantly enhances the QSBS exclusion rules. Using irrevocable nongrantor trusts to ‘stack’ QSBS exclusions can greatly multiply...
The Capital Gains Tax Traps Even Savvy Investors Miss

The Capital Gains Tax Traps Even Savvy Investors Miss

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