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The 100% Tax-Free Exit - Kevin McGee & QSBS

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Manage episode 494419386 series 2950381
Content provided by Jon Stoddard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jon Stoddard or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

I wanted to know more about QSBS…
So I found someone who used it—not just read the IRS page.

Kevin McGee is an attorney who bought a craft brewing company. He used QSBS to eliminate capital gains tax on the exit.

We sat down and talked about:

  • How QSBS works (and what most buyers get wrong)
  • New rule changes in 2025 that make it even more powerful
  • The legal landmines that can kill your QSBS eligibility
  • How to set up a C-Corp to acquire a business and still qualify
  • Why compliance isn’t optional—it’s everything

This might be the most overlooked tax strategy in SMB acquisitions right now.

  continue reading

170 episodes

Artwork
iconShare
 
Manage episode 494419386 series 2950381
Content provided by Jon Stoddard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jon Stoddard or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

I wanted to know more about QSBS…
So I found someone who used it—not just read the IRS page.

Kevin McGee is an attorney who bought a craft brewing company. He used QSBS to eliminate capital gains tax on the exit.

We sat down and talked about:

  • How QSBS works (and what most buyers get wrong)
  • New rule changes in 2025 that make it even more powerful
  • The legal landmines that can kill your QSBS eligibility
  • How to set up a C-Corp to acquire a business and still qualify
  • Why compliance isn’t optional—it’s everything

This might be the most overlooked tax strategy in SMB acquisitions right now.

  continue reading

170 episodes

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