Broker Check

Episode 59 of "Jonathan On Money" just dropped!

June 05, 2024

Episode 59 of the "Jonathan on Money" podcast just dropped.

This week, we go IN FOCUS where we explore more advanced wealth planning topics. This episode will cover “Qualifying as Qualified Small Business Stock (Section 1202)” featuringAndrew S. Katzenbergwho is a Partner atArentFox SchiffLLP based in both Washington DC and New York City.

You can check it out on Apple, Spotify, or my website (https://lnkd.in/eHqQfVqg).

JonathanOnMoney ParkBridgeWealthInvesting

Details:

JoinJonathan I. Shenkman, AIF®, President & CIO ofParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

Today, we will discuss “Qualifying as Qualified Small Business Stock (Section 1202)” featuring Andrew Katzenberg who is a Partner at ArentFox Schiff LLP based in both Washington DC and New York City.

This week’s episode show will cover 1) the application of Section 1202, 2) the general requirements to meet the qualified small business stock (or “QSBS”) exemption, and 3) the special rules related to holding periods and entity control.

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