Section 1202

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Can Insurance Agencies Qualify for Section 1202 QSBS? Understanding Recent IRS Guidance

Section 1202 and the Excluded Business Categories Section 1202 of the Internal Revenue Code allows founders and investors to exclude significant gains from the sale of qualified small business stock...

08 Oct 2025 • 6 min read •

Public

Joe Wallin

Qualified Small Business Stock: Redemption Issues

Stock redemptions and buybacks can silently disqualify your QSBS under Section 1202. Here is how the redemption rules work, what triggers disqualification, and how to protect your tax exclusion worth millions.

19 Oct 2016 • 7 min read •

Public

Joe Wallin

Section 1202

Can Insurance Agencies Qualify for Section 1202 QSBS? Understanding Recent IRS Guidance

Qualified Small Business Stock: Redemption Issues

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