Double your exemption (or more!) with QSBS stacking

If you are eligible for the Qualified Small Business Stock exemption, you're in luck: You get the best tax break in the business. And if you expect to earn more than $10 million when you sell your assets, you can do even better. Multiply your exemption with QSBS stacking.

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Keep more of your
hard-earned gains
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Thousands of users and use cases just like yours

Selling your business

Defer 100% of the capital gain taxes when you sell your business and reinvest the savings in your next venture, or for retirement.
Learn more ➞

Selling crypto

You've decided to take some gains off the table. Eliminate the taxes and redeploy 100% of your capital immediately.
Learn more ➞

Selling public stock

You made a smart bet, and it's paid off. Diversify your portfolio and eliminate the otherwise debilitating tax bill in the process.
Learn more ➞

Selling real estate

Write off the gains when you sell the family home, a rental unit, or a bigger property so you can take on the next project or diversify.
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Selling startup equity

It's the biggest win you're likely to see. Keep more of it and make your hard-earned gains work for you.
Learn more ➞

High ordinary income

You're a high earner, and you no longer need much liquidity. Learn how you can write off up to 100% of your income this year.
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Reducing estate tax

You've done well, for yourself and your family. Plan for the next generation today, and do it tax free.
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Keep more of your hard-earned capital gains with a QSBS Stacking Trust

If all or most of your assets are ineligible for the QSBS exemption, you can still take advantage of a Charitable Remainder Trust, which Charles Schwab has called a "powerful tool for appreciated asset tax planning."
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Simple, short-term strategy

With a straightforward, 4-year trust, you can earn up to 100% tax exemption on earnings above the $10 million QSBS threshold.

RETURN UP TO 100% OF EARNINGS
QSBS stacking allows you to claim additional $10 million exemptions, protecting up to 100% of your earnings from federal and state taxes.
QUICK RETURNS
QSBS stacking doesn't require you to make a long-term commitment or give up significant liquidity. Our stacking trusts last for 4 years, and you'll have access to half of your money at the end of the first calendar year.
WIN WIN
You're not the only one who wins with QSBS stacking. After you've cashed out your earnings, whatever is left in the trust will go to the charity of your choice.
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Bottom line

Our clients have earned an extra 40%, on average, with QSBS Stacking

Enter a few data points and see the potential additional gains from a QSBS Stacking Trust. The tool is customizable, too, so you can tell us more about your family and liquidity needs to get an even more accurate picture.

CALCULATE POTENTIAL QSBS SAVINGS

How to eliminate your capital gain taxes with a QSBS Stacking Trust

The process is simple, and the benefits are huge. We'll be by your side from beginning to end.

1

Set up your trust

QSBS Stacking Trusts are actually among the simplest vehicles we offer. Set up your trust in under an hour.

2

Transfer assets

We'll work with you (and, if necessary, your company) to transfer your shares.

3

Pay no taxes

Here's the fun part: Your trust gets its own QSBS exemption, so it's 100% tax exempt. You'll getan additional $10 million exemption for every trust you set up.

4

Take distributions

You'll receive a check for around 45% of your trust's remaining assets each year.

5

Contribute to a worthy cause

At the end of your trust's term (4 years in most cases), you'll leave some money (around 10% of the initial principal) to the charity of your choice.

6

Take home 100% of earnings

After all is said and done, you'll end up with around 100 cents on the dollar in your pocket, after taxes and charitable giving.

Our approach: We win if you win

Different

No up-front cost

Because we've automated the process of forming a tax-advantaged trust, we can set up your account for free, and we only start charging if you decide to move your assets in.

Contingent

Minimal fixed fees

Once you move assets into your trust, we charge a reasonable, fixed fee to cover the costs of administration, like annual filings, accounting, and asset custody.

Aligned

We make money if you do

Our interests are aligned: You'll also pay us a small portion of the value of your trust assets every year, so our earnings go up only if ours do. We're working for you.

From our series on QSBS Stacking

Guide To QSBS Stacking

How does QSBS stacking work? What are the formal structures involved? And how much can you expect to save?

Read more ➞

Case Study: QSBS Stacking

Learn how a team of Bay Area founders each doubled their QSBS exemption with a stacking trust.

Read more ➞

What Is QSBS?

Start here if you're just diving in. What is QSBS, what are the requirements, and how can you use it to your advantage?

Read more ➞

START SAVING TODAY!

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