QSBS is a documentation project
A Lincoln advisor working QSBS stack claims must assemble: company attestation of C-corp status at issuance, gross-assets-at-issuance under $50M, active-trade-or-business test, original-issuance proof of the taxpayer's shares, and the 5-year hold calculation. If any one of these fails, the exclusion is lost.
Stacking strategies
For gains above the $10M cap, the next move is gifting QSBS to irrevocable non-grantor trusts before the sale. Each trust is a separate taxpayer with its own $10M cap. A QSBS advisor in Lincoln should be working alongside a trust-and-estates attorney; neither discipline alone handles the full stack.
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