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May Monthly Meeting: “The Gain Exclusion Potential of Qualified Small Business Stock”

  • 15 May 2024
  • 7:30 AM - 8:30 AM
  • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201
  • 7 registrants

Registration

  • In order to keep membership dues low, EVEPC must pass along the cost of meetings to members and guests this season to be sustainable.
  • EVEPC must pass along the cost of meetings this season to be sustainable.
Register

“The Gain Exclusion Potential of Qualified Small Business Stock”


Rick Klahsen
Tax Director
Forvis

Opportunities to exclude gain from taxation are scarce.  Qualified small business stock provides one of those unusual opportunities, but the requirements for qualification are many and, despite a 30 year-plus history, guidance can be limited.  The opportunity is not for everyone but deserves the careful consideration of many entrepreneurs and small business investors.


Huge Thank You to this Programs Sponsor!


East Valley Estate Planning Council

www.evepc.wildapricot.org

evepc@premiumorganization.com

602-840-2900 X1

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