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    FBT Gibbons Expands National Platform with New Naples Office and Addition of Trusts & Estates Team

    April 13, 2026 | Press Releases

    FBT Gibbons has expanded into Naples, Florida, with the addition of Partner Juan D. Bendeck and Asso...

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    Barron’s Quotes FBT Gibbons’ Jillyn Hess-Verdon on Strategies for Managing Wealth Taxes

    April 9, 2026 | In the News

    Jillyn Hess-Verdon, who leads FBT Gibbons’ Family Office practice, was quoted by Barron’s in...

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    Fifth Circuit Hands a Big Win to Limited Partners

    March 18, 2026 | Blogs

    The U.S. Court of Appeals for the Fifth Circuit issued a significant decision affecting how limited ...

    Staying focused on the task
    How Does a Corporation’s S Corporation History Affect a Taxpayer’s Eligibility to Claim Section 1202’s Gain Exclusion?

    March 12, 2026 | Qualified Small Business Stock (QSBS)

    Section 1202 provides an exclusion from capital gains when a taxpayer sells qualified small business...

    Magnifying glass and documents with analytics data lying on table,selective focusMagnifying glass and documents with analytics data lying on table,selective focus
    Does a Section 351 Contribution of Money Qualify as a “Purchase” Under Section 1045?

    February 24, 2026 | Publications

    Section 1045 allows taxpayers to elect to roll over proceeds from the sale of qualified small busine...

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    Independent FMV Appraisals Can Play a Critical Role in Substantiating QSBS Gain Exclusions

    February 16, 2026 | Qualified Small Business Stock (QSBS)

    Section 1202 provides an exclusion from capital gains when a taxpayer sells qualified small business...

    King chess piece
    The Delaware Franchise Tax Trap for Section 1045 QSBS Rollovers

    February 11, 2026 | Tax Law Defined™ Blog

    One of the key requirements of Section 1202 is that the business issuing qualified small business st...

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    Rolling QSBS Gains Under Section 1045? Don’t Ignore Working Capital

    January 29, 2026 | Tax Law Defined™ Blog

    Our QSBS tax planning group at FBT Gibbons regularly assists taxpayers with Section 1202 planning/su...

    Money, finance, business concept background. USD dollar bills, skyscrapers.
    Avoiding IRS Accuracy Penalties for a Substantial Underpayment of Tax

    January 27, 2026 | Publications

    There are over 150 types of penalties in the Internal Revenue Code (IRC). One frequent penalty that ...

    home investment
    Debunking Opportunity Zone Myths: What You Need to Know Before States Redesignate in 2026

    January 22, 2026 | Publications

    Since their creation in 2017, Opportunity Zones (or OZs) have channeled billions of dollars into ove...

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