The New QSBS Landscape: Planning Opportunities for Business Owners and Investors (August 13 at Icona Avalon)

Recent federal and New Jersey law changes, including the One Big Beautiful Bill Act (OBBBA), have expanded and enhanced the tax benefits available to business owners, founders, and investors holding Qualified Small Business Stock (QSBS). These developments create new opportunities to reduce tax liability, enhance exit planning, and facilitate wealth transfer.

Join Archer & Greiner attorneys and the guest panelists below for a practical discussion of the real-world implications and planning opportunities arising from the recent enhancements to the QSBS landscape.

Key Topics

• OBBBA structural changes and implications for QSBS
• Issuance mechanics and planning considerations
• Holding period strategies
• Exit planning considerations
• M&A considerations from both seller and acquirer perspectives
• Structuring investments and transactions to maximize QSBS benefits
• Employee and service provider equity planning
• Succession planning and liquidity events
• Estate and gifting strategies

Speakers

• Justin D. Csik - Partner, Archer & Greiner, P.C. (Moderator)
• Martyn S. Babitz - Of Counsel, Archer & Greiner, P.C.
• Bonnie Diaz - Partner, Archer & Greiner, P.C.
• Olga Blyweiss - Partner, Armanino Advisory LLC
• Abby Sacunas - President, Chief Operating and Legal Officer, ELC Capital, LLC

• Daniel Salvato - Principal, NewSpring Capital

To register: https://bit.ly/4g6PnsW

Date & Time:
Thursday, August 13
3:30 PM – 6:30 PM

Location:
ICONA Avalon
Avalon, NJ