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Founder Tax Planning Series Part 2: QSBS and 83(b) Elections With Mark Cecchini, CFP

The Long Game

CHAPTER

The Five-Year Holding Period for Bull QSBS Exclusion

The five-year period is a is a holding requirement for bull qsbs exclusion and so you know at one point qsbs was not a full exclusion it was 50 percent up to a certain point. If you don't meet that five-year requirement there is still a little bit of incentive because as long as you've held it for six months and it meets all those qsbs other requirements you can do a qsbs rollover sort of like a 1031 exchange where you defer gain to the future.

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