With a straightforward, 4-year trust, you can earn a 100% tax exemption on earnings above the $10 million QSBS threshold.
Enter a few data points and see the potential additional gains from a QSBS Stacking Trust. The tool is customizable, too, so you can tell us more about your family and liquidity needs to get an even more accurate picture.CALCULATE THE QSBS SAVINGS
The process is simple, and the benefits are huge. We'll be by your side from beginning to end.
QSBS Stacking Trusts are actually among the simplest vehicles we offer. Set up your trust in under an hour.
We'll work with you (and, if necessary, your company) to transfer your shares.
Here's the fun part: Your trust gets its own QSBS exemption, so it's 100% tax exempt. You'll getan additional $10 million exemption for every trust you set up.
You'll receive a check for around 45% of your trust's remaining assets each year.
At the end of your trust's term (4 years in most cases), you'll leave some money (around 10% of the initial principal) to the charity of your choice.
After all is said and done, you'll end up with around 100 cents on the dollar in your pocket, after taxes and charitable giving.
Because we've automated the process of forming a tax-advantaged trust, we can set up your account for free, and we only start charging if you decide to move your assets in.
Once you move assets into your trust, we charge a reasonable, fixed fee to cover the costs of administration, like annual filings, accounting, and asset custody.
Our interests are aligned: You'll also pay us a small portion of the value of your trust assets every year, so our earnings go up only if ours do. We're working for you.