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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 Rule for Startups

The five-year rule is obviously the company has to be there for five years. Those original issue shares or options converted to shares start a clock of five years and that has to be met in order to exclude so you're not just talking about trust stacking too if you want to go that route which is basically you can have multiple entities eligible for this qsps exclusion but it does apply to each individual entity.

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