The New QSBS Landscape: Planning Opportunities for Business Owners and Investors
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 additional 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
Event Details

WHEN
SPEAKERS

Justin Csik
Partner
Archer & Greiner, P.C.

Marty 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


