Broker Check

ParkBridge Webinar: “Qualifying as Qualified Small Business Stock (Section 1202)”

May 30, 2024

I enjoyed hosting Webinar # 4 in the ParkBridge SPRING webinar series this morning on “Qualifying as Qualified Small Business Stock (Section 1202)”


Thank you to guest presenter Andrew S. Katzenberg, Partner, ArentFox Schiff LLP.


You can WATCH the full video here.


This program was given to a national audience of accountants, attorneys, wealth planners, and high-net-worth investors. (Note: If you'd like to be notified of my future LIVE programs, you can register here: https://www.parkbridgewealth.com/webinars


#JonathanOnMoney#ParkBridgeWealth#Investing#WealthManagement


Details:

o Topic: ParkBridge SPRING Webinar # 4: “Qualifying as Qualified Small Business Stock (Section 1202)”


o Date: Thursday, May 30th 2024 @ 8:30am (30 minute program)


o Host/Moderator: Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management


o Speaker: Andrew S. Katzenberg, Partner, ArentFox Schiff LLP


o Webinar Description: The presentation will include discussions about 1) the application of Section 1202, 2) the general requirements to meet the qualified small business stock (“QSBS”) exemption, and 3) the special rules related to holding periods and entity control.