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Inside Section 1202: Planning with Purpose
August 19, 2025 @ 2:00 pm – 3:00 pm EDT
The Details
With growing interest in tax planning strategies for small businesses and startups, many are asking: What exactly does Section 1202 offer, and how can it be applied effectively? Whether you’re navigating entity structuring or simply seeking clarity on this powerful provision, our team has been tracking the key considerations to help you stay informed and ahead.
Join members of CohnReznick’s National Tax practice as they walk through the core components of Section 1202, explore its relevance to entity classification, and highlight industries where it may have the most impact. Learn what’s driving renewed attention, what professionals need to understand now, and how Section 1202 could influence future planning decisions.
Key Topics:
- Understanding Section 1202 QSBS: Overview of tax exclusions and long-term planning benefits.
- Eligibility criteria: Key requirements for businesses and shareholders to qualify.
- Entity structuring considerations: Evaluating the pros and cons of C corporation conversion.
- Industry applicability: Identifying sectors that qualify or are excluded under Section 1202.
- Advisory integration: Incorporating Section 1202 into strategic planning discussions.
Live webinar participants are anticipated to qualify for 1 CPE credit in the Taxes field of study.
