Beyond the Portfolio - QSBS: A Powerful and Overlooked Tax Tool for Business Owners

Beyond the Portfolio - QSBS: A Powerful and Overlooked Tax Tool for Business Owners

In this episode, Derek Garland, Head of BMO's Business Transition Advisory group, and Gaston Burthey, a member of BMO's Technology Banking team, discuss Qualified Small Business Stock (QSBS), one of the most powerful and overlooked planning opportunities available to founders. But this isn't just a tax discussion. It's a conversation about entrepreneurship, growth, ownership, and the decisions that can shape a founder's outcome years before a business is ever sold.

We invite you to listen to the podcast and explore the accompanying insight, "A Compelling Opportunity Many Business Owners Have Never Heard Of," for additional perspective on the opportunities and considerations surrounding QSBS.

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Transcript: Beyond the Portfolio - QSBS: A Powerful and Overlooked Tax Tool for Business Owners

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