FPA Takeaways: Upstream Gifting, QSBS Exclusions

Ross and Dan recap their takeaways from last week's Financial Planning Association conference. In particular they cover two strategies that can help avoid capital gains tax: upstream gifting, and the qualified small business stock exclusion. E-mail your questions or thoughts for Ross and Dan to checkyourbalances@outlook.com! Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

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Check Your Balances explores the world of personal finance, investing, and business through the lens of two financial planners that help people navigate some of life's most impactful financial decisions.