With proper planning, you can structure the sale of a SaaS company to limit, or even eliminate tax. Statutory guidance establishes stringent requirements and limits the amount of gain that can be excluded from income. During this presentation we will delve into the intricacies of Qualified Small Business Stock (QSBS) and methods for optimizing the available exclusion. Early planning and careful documentation are essential to maximizing these tax benefits. Many software companies in Utah have not been correctly formed from the outset to take advantage of these provisions. Restructuring is possible but requires early action before market capitalization exceeds certain limits.

Holding Qualified Small Business stock has tax ramifications during the period of operations leading up to the sale. Understanding the nuances of these provisions will help you optimize your proper structure. Please join us to learn how to navigate this valuable opportunity.