Events, Speaking Engagement

Masterclass Series: A Practitioner’s Complete Guide to Qualified Small Business Stock (QSBS)

April 28, 20261:00 pm ESTFree Webinar

Brian Masterson and Scott Dolson will be presenting part one of a three-session Lexology Masterclass Series on April 28th, designed to provide attorneys — whether in-house or in private practice — with a rigorous, practical command of qualified small business stock (QSBS) and related requirements under IRC Section 1202. In part one, Brian and Scott will establish the bedrock of QSBS: who qualifies, what stock qualifies, and how to get it right from day one.

Learning Objectives

Identify the statutory requirements under IRC § 1202 for QSBS eligibility.
Distinguish between qualifying C corporation structures and non-qualifying entities.
Apply the active business test and gross assets test to client scenarios.
Recognize common qualification failures and how to cure or avoid them.
Advise clients on original issuance requirements and permitted consideration.