Encore Presentation Andrea Kushner Estate Planning Conference

Date: Thursday, December 10, 2020
Time: 1:00pm - 2:00pm
Speaker: Andrea L. Kushner, JD, LLM, Director—Wealth Strategies Group

Please join Bernstein for an Encore Presentation from the

65th Annual Estate Planning Seminar

§1202 and You
Don't Miss the Opportunity!


Andrea L. Kushner, JD, LLM, DirectorWealth Strategies Group

Thursday, December 10, 2020
1:00–2:00 p.m. PST



This session will cover the QSBS election and outline the circumstances when it can be appropriate. The implications are particularly relevant for those advising or investing in C corporations (as founders, angels, and/or venture capitalists) or those considering converting to a C corporation prior to transaction.

The election to treat stock as Qualified Small Business Stock (QSBS) under IRC §1202 can help an individual or a family shield significantly more gain from capital gains taxes upon sale as the result of legislation passed following the financial crisis. The enhanced tax benefits of the election are sometimes overlooked and often misunderstood.


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