FPA Takeaways: Upstream Gifting, QSBS Exclusions

Ross and Dan recap their takeaways from last week's Financial Planning Association conference. In particular they cover two strategies that can help avoid capital gains tax: upstream gifting, and the qualified small business stock exclusion. E-mail your questions or thoughts for Ross and Dan to [email protected]! Send us a text Send your questions for upcoming show to [email protected] @checkyourbalances on Instagram