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    QSBS Masterclass Series with Scott Dolson and QSBSrollover

    December 9, 2025 | Podcast

    FBT attorney Scott Dolson teamed up with QSBSrollover.com to present five episodes for the QSBS, Sol...

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    It Is in the Giving That We Receive: Federal Charitable Contribution Tax Regime Changes Under the One Big Beautiful Bill Act

    September 18, 2025 | Presidential Administration Impacts

    Effective charitable planning was already an intricate and complex process before the passage of the...

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    Section 1202 and QSBS: A Survey of States That Don’t Conform to the Federal Treatment

    August 8, 2025 | Presidential Administration Impacts

    Section 1202 of the Internal Revenue Code provides a capital gains exclusion for certain qualified s...

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    Exploring the Role of Partnerships in Qualified Small Business Stock (QSBS) Planning

    August 2, 2025 | Presidential Administration Impacts

    Section 1202 provides an exclusion from capital gains when a stockholder sells qualified small busin...

    Banking System and Electronic Transfer for Business
    PTET Already Making Waves? Indiana Releases Updated Guidance in Wake of One Big Beautiful Bill Act

    July 30, 2025 | Presidential Administration Impacts

    The One Big Beautiful Bill Act (OBBBA) has changed the game in the world of tax with respect to many...

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    Advanced Section 1202 (QSBS) Planning for S Corporations

    July 22, 2025 | Qualified Small Business Stock (QSBS)

    *This article was updated on July 22, 2025.  Section 1202 provides for a substantial exclusion of g...

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    One Big Beautiful Bill Act Enacts a Permanent Increase in the Estate and Gift Tax Lifetime Exclusion Amount for 2025 and Later Years

    July 3, 2025 | Family Office

    On July 3, 2025, and by a vote of 218 to 214, the U.S. House of Representative passed the Senate’s...

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    To Be Clear…LLCs Can Issue Qualified Small Business Stock (QSBS)

    April 21, 2025 | Qualified Small Business Stock (QSBS)

    *This article is part of a series addressing entity decision and planning issues related to qualifie...

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    Here Comes the Sun(set of the TCJA): Taking Advantage of the 2025 Exclusion Amounts

    April 7, 2025 | Blogs

    The 2017 Tax Cuts and Jobs Act (the “TCJA”) brought significant changes to the federal estate an...

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