Have You Met the Requirements for Qualified Small Business Stock Benefits?

Why PE Firms and Family Offices Should Evaluate Benefits of Qualified Small Business Stock

Qualified Small Business Stock can offer significant tax savings to boost your after-tax rate of return on an exit.

Join Chris Truitt, Partner and National Leader for Transaction Tax Services, and Barry Weins, Director, Transaction Tax Services, for a discussion on the benefits of Qualified Small Business Stock. This powerful tax provision creates significant opportunities for qualifying investments. This podcast provides an overview of the opportunity and answers many questions that have been posed by our clients.

View All The Drawdown Podcasts

Christopher J. Truitt

Transaction Tax Services Leader

Partner, Cherry Bekaert Advisory LLC

Barry Weins

Tax Services

Director, Cherry Bekaert Advisory LLC

Past Episodes

Podcast

November 11, 2024

20:43

Speakers: Sarah McGregor, Brooks E. Nelson, Mark Giallonardo

Learn how to claim disaster losses and defer casualty gains under IRS rules. Explore relief measures for individuals and businesses affected by disasters.

Podcast

November 7, 2024

22:13

Speakers: Brooks E. Nelson, Sarah McGregor, Martin Karamon

Learn about the ERC's voluntary disclosure program, IRS moratorium, and how employers can navigate claim eligibility and refund processing changes.

Podcast

September 17, 2024

11:45

Speakers: Christopher J. Truitt, Martin Karamon, William W. Billips, Timothy Doran

Learn how transferable energy tax credits under the Inflation Reduction Act offer private equity funds new tax planning opportunities and innovative deal structuring.