2026 QSBS Five-Year Holding Period: Exclude Up to $15M

Most startup founders will cross the five-year mark under IRC Section 1202 and still lose the exclusion because their documentation does not hold up.

In this video, we break down exactly how the 2026 QSBS holding period works, what the new $15 million exclusion cap means for founders and investors, when the 10x basis rule beats the flat cap, how gifting shares to family members multiplies your benefit, and what the May 2026 Treasury warning actually means for your existing structures.

We also walk through a real client case where a founder excluded $12 million in federal gains on a 2026 acquisition, and explain what made that structure defensible.

If you have startup equity, options, or significant C corporation stock, this is the planning content you cannot afford to skip.

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Видео 2026 QSBS Five-Year Holding Period: Exclude Up to $15M канала Uncle Kam