Every major tax strategy is just the government's way of paying you to behave in a certain way—provide housing, hire people, save for retirement, or structure your business cleanly.
QSBS (Section 1202) is designed for situations like yours—high income, real dollars at stake, and enough complexity that a generic tax return won't cut it.
Qualified Small Business Stock (QSBS) allows founders and early investors to exclude up to 100% of their capital gains from federal tax, capped at the greater of $10 million or 10x their basis.
This strategy gets thrown around online as a magic bullet. The reality: the IRS is very specific about who qualifies, what documentation is needed, and how it must be reported.
Most of the messes we clean up come from half-implemented versions—no logs, no elections, no support—and big deductions that fall apart under scrutiny.
We don't treat this as a party trick. We treat it as an engineering project: understand your situation, model the numbers, then build a checklist so every requirement is met intentionally.
That includes time logs, elections, entity structure, coordination with attorneys or cost segregation firms when needed, and clear expectations for how the strategy evolves over time.