Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

Today, we will discuss “Qualifying as Qualified Small Business Stock (Section 1202)” featuring Andrew Katzenberg who is a Partner at ArentFox Schiff LLP based in both Washington DC and New York City.

This week’s episode show will cover 1) the application of Section 1202, 2) the general requirements to meet the qualified small business stock (or “QSBS”) exemption, and 3) the special rules related to holding periods and entity control.

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