Annual May Event - QSBS Planning: Packing, Stacking & Tracking
We are excited for our Annual May Event at the Club at Rancharrah. The Event will start at 12pm with registration and refreshments. Speakers’ presentation starts at 1pm and go until 4/4:30. After the presentations, we will have Happy Hour with drinks and appetizers.
QSBS Planning: Packing, Stacking & Tracking
This program will delve into estate and tax planning opportunities utilizing the Qualified Small Business Stock (QSBS) gain exclusion under IRC §§1202 and 1045. We will explore sophisticated strategies for maximizing the QSBS exclusion, including entity structuring, trust and gift planning, multi-taxpayer stacking, and compliance and documentation practices. The presentation will also address many of the unanswered questions for QSBS including SAFE holding period, ownership of subsidiaries, and treatment of carried interest. Attendees will gain actionable insights to help clients capture and preserve QSBS benefits throughout the business lifecycle.
Jeffrey C. Messerschmidt, CPA, Partner
Navolio & Tallman LLP
Jeffrey is a tax partner with over 17 years of tax experience and is head of the family office practice. He works closely with wealthy families and their complex estate structures and balance sheets as their most trusted advisor. He also has extensive experience in the alternative investment fund industry. Jeffrey has a deep commitment to developing meaningful relationships and partnerships with his clients, which provides him with insights that allow him to provide strategic advice on income tax and family office issues. In addition, he is recognized nationally as a leading provider of professional services in the venture capital ecosystem and has spoken nationally on the topic of qualified small business stock.
Jeffrey is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. He earned a Bachelor of Science degree in Business Administration with a double concentration in accounting and financial management from Cal Poly San Luis Obispo. Upon graduation, he joined Navolio & Tallman LLP as a staff accountant.
Christopher Karachale, Partner
Hanson Bridgett LLP
Christopher advises individuals and businesses on a range of tax planning and tax controversy matters at the federal, state, local, and international levels. He also serves as outside general counsel to a variety of companies, providing general corporate and related business guidance. Christopher regularly works with entrepreneurs and start-up companies, and is nationally recognized on qualified small business stock (QSBS) and related section 1202 issues. He has been quoted in the New York Times, Bloomberg, and Business Insider regarding QSBS. Christopher has published extensively, with articles appearing in Tax Notes, the California Business Law Practitioner, and Law360.
Christopher received his B.A. from Middlebury College, his M.A. from Stanford University, his J.D. from the University of San Francisco, and an LL.M. from New York University. Christopher is certified as a legal specialist in taxation law by the California Board of Legal Specialization and is a fellow of the American College of Tax Counsel.
We look forward to seeing you at our Annual May Event!
We would like to send gratitude and thanks to our Sponsors: Whittier Trust, Dunham Trust, Morgan Stanley, Dickson Realty, Aquirre Riley, Alliance Trust, Prunty Law, Elaine Jenks, CPA, Navolio &Tallman, LLP.
