Everything Attorneys Need to Know About Income, Estate and Business Planning Involving Qualified Small Business Stock

Tuesday, August 6, 12:30 pm - 1:30 pm Pacific via ZOOM

BHBA members attend all CLE webinars for free. There is a fee for non-members. Check out all membership options at www.bhba.org/membership.

Earn 1.0 hour of General CLE or Taxation Law LSCLE credit.

Meet the Speaker

Stephen Mihaly

Attorney

KFB Rice, LLP

About the Program

This program introduces attorneys to the key aspects of Qualified Small Business Stock (QSBS) under Section 1202. It covers eligibility criteria, tax benefits, holding periods, and limitations on capital gains exclusions. While Section 1202 is an income tax code section, effective tax planning often involves creative estate planning techniques, making this essential for estate planners. Additionally, attorneys involved in startup business planning will find valuable insights on business formation.

This program is presented by the Taxation Law section, chaired by Michele L. Weiss. The section is sponsored by Hochman Salkin Toscher Perez P.C. This program is co-sponsored by the Trust and Estates law section, co-chaired by Elizabeth Acevedo and David Shapiro. Find out more at www.bhba.org.

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BHBA is an accredited or approved sponsor in California, Illinois, Pennsylvania, New Jersey, Connecticut, and Vermont. All courses qualify for New York credit through New York's approved jurisdiction policy. View New York's policy here.

BHBA actively seeks credit approval for individual programs in additional states, including Alabama, Arkansas, Delaware, Florida, Georgia, Idaho, Indiana, Kansas, Kentucky, Louisiana, Maine, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

BHBA's programs also meet the CLE eligibility criteria in Alaska, Arizona, Hawaii and New Hampshire. Attorneys must individually apply for credit and, if mandated by the state, submit accreditation fees directly.