Скачать или смотреть Bill Harris Used QSBS 5 Times to Pay ZERO in Taxes: Here’s How (with Christopher Karachale)

Are you a founder, early employee, or investor in a high-growth tech company? In this powerful interview, we explore how Qualified Small Business Stock (QSBS) can potentially save you millions in capital gains taxes..

Our founder and CEO, Bill Harris, (former CEO of Intuit, PayPal, and Personal Capital) used QSBS 5 times and saved millions in taxes.

In this exclusive session, Bill sat down with Christopher Karachale, one of the most sought-after QSBS attorneys in the U.S., to break down the strategies and compliance requirements that make QSBS one of the most powerful tax planning tools available to tech entrepreneurs today.

Featured Guest: Christopher Karachale
San Francisco-based tax attorney and QSBS expert. Christopher has helped founders, VCs, and early employees unlock tax-free exits by qualifying their stock under Section 1202 of the IRS Code.

Key Takeaways:
-What is QSBS and how it works (Section 1202 Explained)

-How he legally paid $0 in taxes on $10M in gains

-Common QSBS mistakes that can cost you everything

-How Congress expanded the QSBS benefits post-2010

-Why California doesn’t conform with QSBS (and what to do)

-How startup structures (C-Corp vs. S-Corp vs. LLC) impact QSBS eligibility

-Why early employees often miss out due to stock options

-Estate planning and QSBS: what not to do


Timestamps:
00:00 Introduction to QSBS Benefits
00:29 Meet the Expert: Christopher Karachale
01:10 Understanding QSBS: Key Requirements and History
02:23 California's QSBS Rules and Changes
04:36 Common Mistakes and How to Avoid Them
07:36 Ensuring QSBS Eligibility for Startups
08:38 Conclusion and Final Advice


Who Should Watch This?
-Startup founders preparing for a liquidity event

-Early employees at high-growth tech companies

-Angel investors and venture capitalists

-Tax professionals & legal advisors

-Anyone interested in minimizing startup tax liabilities legally


Quick way to check your eligibility: Try our free QSBS Eligibility Quick Check tool. In a few clicks, review whether your company and your shares could qualify. http://bit.ly/4qy4BtG

Want to learn more about QSBS? Read our QSBS guide on the blog: http://bit.ly/4nsqpUT

If you’re ready to take the next step, schedule a free consultation with a financial advisor that helps you build around your holdings, equity comp, and goals and aims to optimize for after-tax outcomes. http://bit.ly/4hB08m3

Don’t forget to Like, Subscribe, and Share this with every founder you know who’s building something big.

This video is for general educational purposes only and does not constitute personalized legal, tax, or investment advice. Individual tax outcomes will vary depending on personal circumstances, timing, company structure, and compliance with applicable IRS rules, including Sections 1202 and 1045 of the Internal Revenue Code. Past results, such as those discussed in the video, are not guarantees of future outcomes and should not be interpreted as typical or promised results.

QSBS qualification involves complex rules and eligibility requirements. The Quick Check Tool provides a preliminary self-assessment. It does not determine actual eligibility or constitute legal/tax advice. You should consult with a qualified tax advisor, legal professional, and financial advisor before making any decisions related to Qualified Small Business Stock or your individual situation. Evergreen Wealth does not provide legal or tax advice.

All investing involves risk, including the potential loss of principal.
For additional disclosures see here : https://support.evergreenwealth.com/l...