QSBS, Solved
by QSBS Rollover (QSBSrollover.com)
Latest episode
Saving Taxes and Saving the World: QSBS and Charitable Planning…
Saving Taxes and Saving the World: QSBS and Charitable Planning…
About this podcast
QSBS, Solved is the definitive podcast on Qualified Small Business Stock (QSBS), IRC Section 1202 capital gains exclusions, and Section 1045 rollovers. Hosted by Brady Weller and presented by QSBS Rollover (QSBSrollover.com), the show delivers technical tax planning, legal structuring, and wealth preservation strategies for startup founders, venture capitalists, angel investors, and tax advisors.
Reach out to our team at QSBS Rollover (QSBSrollover.com). Contact: [email protected]
Episodes
The newest 20 of 36 episodes
- Saving Taxes and Saving the World: QSBS and Charitable Planning (with Karin Prangley) · 41 minIn this episode of QSBS, Solved, host Brady Weller and Karin Prangley, Managing Director and Senior Wealth Planner at Brown Brothers Harriman, break down how startup founders and…
- 33 Years of QSBS (Rewriting BNA 760), with Ryan Dobens and Christopher Karachale · 48 minThis year, Ryan Dobens of KBF Advisory and Christopher Karachale of Hanson Bridgett LLP took on a full rewrite of Bloomberg Tax Portfolio 760, which covers Section 1202 qualified…
- QSBS Eligible? “Health” and Life Sciences, with Myra Sutanto Shen · 39 minIn this episode of QSBS, Solved, host Brady Weller sits down with Myra Sutanto Shen, a tax partner and head of the tax practice group at Wilson Sonsini, to unpack the complex…
- 5 QSBS Questions I Actually Get From VC Clients, with VJ Occhino · 36 minOn this episode of QSBS, Solved, host Brady Weller sits down with VJ Occhino, partner and National VC Tax Sector Leader at PwC, to tackle the five QSBS questions VC clients ask…
- QSBS for Startup Founders and "Structural Alpha", with Brad Dillon (a16z) · 43 minIn this episode, host Brady Weller chats with Brad Dillon about how founders can leverage Section 1202 (Qualified Small Business Stock (QSBS)) to optimize their equity tax…
- S-Corp to C-Corp: Unlocking QSBS Benefits, with Blaine Woodson · 35 minIn this episode of QSBS, Solved, host Brady Weller sits down with Blaine Woodson, Manager in Grant Thornton's National Tax Office and a leading QSBS subject matter expert, to…
- Tax Insurance and "Sleeping Well" With QSBS, with Doug Brody · 40 min📍 Learn more about the 2026 QSBS Summit in Jackson Hole, WY: https://www.qsbsrollover.com/summit Brady sits down with Doug Brody, President of Symphony Tax at Symphony Risk…
- QSBS Masterclass Series (Part 5): Planning for the Sale of QSBS · 35 minThis episode of "QSBS, Solved", is the last part of a 5-episode series called "QSBS Masterclass", where Brady Weller discusses QSBS with tax attorney and prolific QSBS expert…
- Assessing Risk and Complexity with QSBS, Featuring Mark Melton · 38 minOn this week's episode of QSBS, Solved, Brady sits down with tax attorney, Mark Melton. Mark is a Partner working out of Holland & Knight's Dallas office and serves as the…
- Incentives, Asset Location, and Founder Wealth Planning, with Dr. Daniel Gilham (Farther) · 31 minOn this week's episode of QSBS, Solved, Brady sits down with Dr. Daniel Gilham to talk about dramatic shifts in wealth management and the unique needs of founders and business…
- QSBS Masterclass Series (Part 4): QSBS Impacts After Conversions and Reorganizations · 30 minThis episode of "QSBS, Solved", is part of a 5-episode series called "QSBS Masterclass", where Brady Weller discusses QSBS with tax attorney and prolific QSBS expert, Scott…
- QSBS Masterclass Series (Part 3): Substantiating and Documenting QSBS · 37 minThis episode of "QSBS, Solved", is part of a 5-episode series called "QSBS Masterclass", where Brady Weller discusses QSBS with tax attorney and prolific QSBS expert, Scott…
- QSBS Masterclass Series (Part 2): Section 1045, QSBS Rollover Planning · 34 minThis episode of "QSBS, Solved", is part of a 5-episode series called "QSBS Masterclass", where Brady Weller discusses QSBS with tax attorney and prolific QSBS expert, Scott…
- QSBS Masterclass Series (Part 1): Maximizing QSBS, Section 1202 Planning · 36 minThis episode of "QSBS, Solved", is part of a 5-episode series called "QSBS Masterclass", where Brady Weller discusses QSBS with tax attorney and prolific QSBS expert, Scott…
- Equity Comp, RSUs, Startup Stock and QSBS Considerations, with CJ Stermetz · 31 minIn this episode of "QSBS, Solved", Brady Weller talks with CJ Stermetz, founder of Equity for the Win (EquityFTW), about the world of employee equity compensation, from startup…
- Founder-focused QSBS Planning and The Rollover Problem, with Nick King · 37 minIn this episode of QSBS, Solved, Brady sits down with QSBSrollover.com Co-founder and CEO, Nick King, to talk about how founders discover, learn about, and ultimately leverage…
- Valuation Methodologies and Approaches to Valuing Startups, with Complete Advisors · 31 minIn this episode of QSBS, Solved, Brady Weller discusses valuation services with Evan Levine and Nainesh Shah from Complete Advisors. They explore the importance of valuation for…
- Modern Trust Stacking and Estate Planning for QSBS, with Brian Lamb · 34 minIn this episode of QSBS, Solved, Brady sits down with Brian Lamb, founder and CEO of Promissory (promissory.com), to explore one of the most powerful strategies in founder tax…
- Startup Equity Diversification and Risk Mitigation, with Recursive Ventures and Aption · 39 minIn this episode of QSBS, Solved, host Brady Weller sits down with Itamar Novick (General Partner, Recursive Ventures) and Aaron Rosenson (co-founder, Aption) to examine the…
- Substantiating QSBS, Qualified Trade or Business, and Gross Asset Tests, with Scott Dolson · 33 minIn this episode of QSBS Solved, Brady chats with attorney Scott Dolson of Frost Brown Todd LLP. Scott is a leading voice on QSBS and has written extensively about all aspects of…
