Income, Estate and Business Planning Involving Qualified Small Business Stock

$45

FREE FOR BHBA MEMBERS

Join first, then login to BHBA+ to access this program.

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Credit Details
Credit Hours:
1.00
Specialty Area:
Taxation Law
Credit Type:
General
Original Air Date:
August 6, 2024
Credit Eligible In:
California

You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above. Email for accreditation information in your state.

About the Program

This program introduces attorneys to the key aspects of Qualified Small Business Stock (QSBS) under Section 1202. It covers eligibility criteria, tax benefits, holding periods, and limitations on capital gains exclusions. While Section 1202 is an income tax code section, effective tax planning often involves creative estate planning techniques, making this essential for estate planners. Additionally, attorneys involved in startup business planning will find valuable insights on business formation.

Meet the Speakers
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Attorney, KFB Rice, LLP

Stephan Mihaly, attorney at KFB Rice, LLP, California State Bar Certified Specialist in Taxation Law and California State Bar Certified Specialist in Estate Planning, Probate & Trust Law, has been specializing in the field of domestic and international business and tax law for more than 35 years. He has been a member of international law firms, accounting firms and boutique tax law firms. He represents domestic and foreign privately held U.S. companies and high net worth U.S. and foreign clients and their families in outbound and inbound transactions focusing on structuring and implementing income, estate and succession plans to minimize U.S. and foreign income and transfer taxes. He also represents clients in international and domestic tax controversy matters.

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Watch any CLE and your certificate is automatically emailed to you within minutes and is also stored in your BHBA+ profile for easy access. Login to BHBA+ and effortlessly visualize your CLE credits, monitor deadlines, and stay ahead of your compliance requirements with our intuitive progress tracking. Stream all CLEs on your phone, tablet, and computer when and where they fit your schedule.

This program is free for members at the Sustainer or higher level and OnDemand subscribers. Economy members pay the full rate. Join first, then login to BHBA+ to access this program.

Watch any CLE and your certificate is automatically emailed to you within minutes and is also stored in your BHBA+ profile for easy access. Login to BHBA+ and effortlessly visualize your CLE credits, monitor deadlines, and stay ahead of your compliance requirements with our intuitive progress tracking. Stream all CLEs on your phone, tablet, and computer when and where they fit your schedule.

Live Webinars are free for all members. OnDemand is free for members at the Sustainer or higher level. Economy members pay the full rate.

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