Major QSBS Changes Signed into Law

Major QSBS Changes Signed Into LawThis July 4th, President Trump signed the One Big Beautiful Bill Act - a sweeping tax package with significant implications for founders, executives, and early-stage investors.

One of the biggest winners? Qualified Small Business Stock (QSBS).Here’s what just changed:Enhanced Exclusion Tiers50% tax exclusion after 3 years75% after 4 years100% after 5 yearsHigher Gain Cap

QSBS gain exclusion cap increased from $10M to $15M per issuer (indexed for inflation beginning in 2027)Larger Company EligibilityEligible gross assets threshold raised from $50M to $75MThese changes supercharge the tax planning opportunities for C-Corp founders and their early investors - and accelerate the conversation around corporate structure, convertible debt planning, and exit strategy. At Matriarch Wealth Management we work closely with founders and executives to unlock the full potential of QSBS - especially now, as timing and entity structure become even more critical.If you’re a founder wondering whether you qualify, or how to maximize these new benefits, let's chat!