“Planning opportunities will most certainly be missed if people are unaware of Qualified Small Business Stock (QSBS),” says Managing Director and Wealth Strategist Katherine M. Sheehan, J.D., AEP®, in her recent piece on Tax Notes.

Katie delves into the intricacies of QSBS and outlines key estate, gift and income tax planning opportunities that advisors should know to help clients maximize the benefits of QSBS.

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