QSBS, Solved

QSBS Rollover (QSBSrollover.com)
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QSBS, Solved – Presented by QSBS Rollover (QSBSrollover.com) Your go-to audio source for everything Qualified Small Business Stock (QSBS). Whether you're an investor preparing for a stock sale, a founder nearing an exit, or an advisor exploring QSBS rollover strategies, this podcast delivers actionable insights you won't find anywhere else. Each episode features audio versions of our most popular articles, expert interviews, and deep dives into QSBS rules, tax planning, eligibility, and the mechanics of rollovers under Section 1202 and 1045. Hosted by the team at QSBS Rollover, we break down complex topics to help you solve QSBS – from exemptions to rollovers to real-world structuring. Contact: Brady@QSBSrollover.com

  1. QSBS Masterclass Series (Part 5): Planning for the Sale of QSBS

    13 ENE

    QSBS Masterclass Series (Part 5): Planning for the Sale of QSBS

    This 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, Scott Dolson.  Scott is a Partner at FBT Gibbons and is the leader of the firm’s tax planning team and co-chair of the firm’s private equity industry team.  The scope of Scott’s tax practice encompasses tax planning for business formations, ownership arrangements, LLC agreements and M&A transactions.  Scott’s corporate practice extends to handling M&A transactions, equity compensation arrangements and general corporate law matters. Scott has written dozens of long-form articles and thousands of pages on QSBS, QSBS planning, and opined on the nuances of Section 1202 and Section 1045. In this series we use some of Scott's most foundational articles as jumping off points for our conversation. This Part 5 episode is based on Scott's article titled, "Planning for the Sale of Qualified Small Business Stock (QSBS)". You can find the article online at the link below: Scott's Bio: https://fbtgibbons.com/people/scott-dolson/ Brady's LinkedIn: https://www.linkedin.com/in/brady-weller/ Article Link: https://fbtgibbons.com/planning-for-the-sale-of-qualified-small-business-stock-qsbs/#Section3 Video Link: https://youtu.be/CS_LDXZsO-A Contact: Brady@QSBSrollover.com | www.QSBSrollover.com

    35 min
  2. Assessing Risk and Complexity with QSBS, Featuring Mark Melton

    6 ENE

    Assessing Risk and Complexity with QSBS, Featuring Mark Melton

    On 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 co-chair of the Tax, Executive Compensation and Benefits Practice Group. He focuses on federal income taxation issues related to domestic and international transactions of private equity and hedge funds, as well as other investment partnerships, joint ventures, real estate investment trusts (REITs) and operating businesses. In this episode we discuss how Mark thinks about "risk" and uncertainty around tax positions and how he helps clients make sense of various planning opportunities.  Contact: Brady@QSBSrollover.com | www.QSBSrollover.com

    39 min
  3. Incentives, Asset Location, and Founder Wealth Planning, with Dr. Daniel Gilham (Farther)

    30/12/2025

    Incentives, Asset Location, and Founder Wealth Planning, with Dr. Daniel Gilham (Farther)

    On 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 owners.  Daniel is the Managing Director of Advisor Strategy at Farther, the 2025 Inc 5000 fastest growing financial services company in the country. The fintech company is transforming the wealth management landscape by leveraging technology with human experience and expertise. He has 17 years of experience serving business owners, institutions, and high-net-worth clients through goals-based financial planning and wealth management solutions. Read more on Daniel: https://www.farther.com/advisor/daniel-gilham Contact: Brady@QSBSrollover.com | www.QSBSrollover.com

    31 min
  4. QSBS Masterclass Series (Part 4): QSBS Impacts After Conversions and Reorganizations

    23/12/2025

    QSBS Masterclass Series (Part 4): QSBS Impacts After Conversions and Reorganizations

    This 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 Dolson.  Scott is a Partner at Frost Brown Todd and is the leader of the firm’s tax planning team and co-chair of the firm’s private equity industry team.  The scope of Scott’s tax practice encompasses tax planning for business formations, ownership arrangements, LLC agreements and M&A transactions.  Scott’s corporate practice extends to handling M&A transactions, equity compensation arrangements and general corporate law matters. Scott has written dozens of long-form articles and thousands of pages on QSBS, QSBS planning, and opined on the nuances of Section 1202 and Section 1045. In this series we use some of Scott's most foundational articles as jumping off points for our conversation. This Part 4 episode is based on Scott's article titled, "Conversions, Reorganizations, Recapitalizations, Exchanges and Stock Splits Involving Qualified Small Business Stock". You can find the article online at the link below: Scott's Bio: https://fbtgibbons.com/people/scott-dolson/ Brady's LinkedIn: https://www.linkedin.com/in/brady-weller/ Article Link: https://frostbrowntodd.com/conversions-reorganizations-recapitalizations-exchanges-and-stock-splits-involving-qualified-small-business-stock-qsbs/ Video Link: https://youtu.be/L_kbh1Etiiw Contact: Brady@QSBSrollover.com | www.QSBSrollover.com

    30 min
  5. QSBS Masterclass Series (Part 3): Substantiating and Documenting QSBS

    16/12/2025

    QSBS Masterclass Series (Part 3): Substantiating and Documenting QSBS

    This 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 Dolson.  Scott is a Partner at Frost Brown Todd and is the leader of the firm’s tax planning team and co-chair of the firm’s private equity industry team.  The scope of Scott’s tax practice encompasses tax planning for business formations, ownership arrangements, LLC agreements and M&A transactions.  Scott’s corporate practice extends to handling M&A transactions, equity compensation arrangements and general corporate law matters. Scott has written dozens of long-form articles and thousands of pages on QSBS, QSBS planning, and opined on the nuances of Section 1202 and Section 1045. In this series we use some of Scott's most foundational articles as jumping off points for our conversation. This Part 3 episode is based on Scott's article titled, "Substantiating the Right to Claim QSBS Tax Benefits". You can find the article online at the link below: Scott's Bio: https://fbtgibbons.com/people/scott-dolson/ Brady's LinkedIn: https://www.linkedin.com/in/brady-weller/ Article Links: Part 1: https://frostbrowntodd.com/substantiating-the-right-to-claim-qsbs-tax-benefits-part-1/ Part 2: https://frostbrowntodd.com/substantiating-the-right-to-claim-qsbs-tax-benefits-part-2/ Video Link: https://youtu.be/pRhIiSt8iYI Contact: Brady@QSBSrollover.com | www.QSBSrollover.com

    37 min
  6. QSBS Masterclass Series (Part 2): Section 1045, QSBS Rollover Planning

    09/12/2025

    QSBS Masterclass Series (Part 2): Section 1045, QSBS Rollover Planning

    This 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 Dolson.  Scott is a Partner at Frost Brown Todd and is the leader of the firm’s tax planning team and co-chair of the firm’s private equity industry team.  The scope of Scott’s tax practice encompasses tax planning for business formations, ownership arrangements, LLC agreements and M&A transactions.  Scott’s corporate practice extends to handling M&A transactions, equity compensation arrangements and general corporate law matters. Scott has written dozens of long-form articles and thousands of pages on QSBS, QSBS planning, and opined on the nuances of Section 1202 and Section 1045. In this series we use some of Scott's most foundational articles as jumping off points for our conversation. This Part 2 episode is based on Scott's article titled, "Finding Suitable Replacement Qualified Small Business Stock (QSBS) – A Section 1045 Primer". You can find the article online at the link below: Scott's Bio: https://fbtgibbons.com/people/scott-dolson/ Brady's LinkedIn: https://www.linkedin.com/in/brady-weller/ Article Link: https://frostbrowntodd.com/finding-suitable-replacement-qualified-small-business-stock-qsbs-a-section-1045-primer/ Video Link: https://youtu.be/nY_dbehTqPY Contact: Brady@QSBSrollover.com | www.QSBSrollover.com

    34 min
  7. QSBS Masterclass Series (Part 1): Maximizing QSBS, Section 1202 Planning

    03/12/2025

    QSBS Masterclass Series (Part 1): Maximizing QSBS, Section 1202 Planning

    This 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 Dolson.  Scott is a Partner at Frost Brown Todd and is the leader of the firm’s tax planning team and co-chair of the firm’s private equity industry team.  The scope of Scott’s tax practice encompasses tax planning for business formations, ownership arrangements, LLC agreements and M&A transactions.  Scott’s corporate practice extends to handling M&A transactions, equity compensation arrangements and general corporate law matters. Scott has written dozens of long-form articles and thousands of pages on QSBS, QSBS planning, and opined on the nuances of Section 1202 and Section 1045. In this series we use some of Scott's most foundational articles as jumping off points for our conversation. This Part 1 episode is based on Scott's article titled, "Maximizing Section 1202’s Gain Exclusion". You can find the article online at the link below: Scott's Bio: https://fbtgibbons.com/people/scott-dolson/ Brady's LinkedIn: https://www.linkedin.com/in/brady-weller/ Article Link: https://frostbrowntodd.com/maximizing-the-section-1202-gain-exclusion-amount/ Video Link: https://youtu.be/QnK3b71Nlvo Contact: Brady@QSBSrollover.com | www.QSBSrollover.com

    37 min
  8. Equity Comp, RSUs, Startup Stock and QSBS Considerations, with CJ Stermetz

    04/11/2025

    Equity Comp, RSUs, Startup Stock and QSBS Considerations, with CJ Stermetz

    In 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 stock options to RSUs at public tech giants. Together they unpack how to evaluate option grants, when it might make sense to exercise, how RSUs are taxed, and why under-withholding can derail a tax plan. They also explore real-world liquidity events, like acquisitions and IPOs, and how founders and early employees can use QSBS to potentially eliminate millions in taxes. Whether you’re starting or joining your first startup, transitioning from Google to a private company, or sitting on a pile of vested shares, this episode will help you see the bigger picture behind your comp package and plan smarter for the upside. Featuring: CJ Stermetz, CFP®, CEP,  founder of EquityFTW — an advice-only financial planning firm for tech employees navigating complex compensation. Online at: https://www.equityftw.com/ Contact: Brady@QSBSrollover.com | www.QSBSrollover.com

    32 min
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Información

QSBS, Solved – Presented by QSBS Rollover (QSBSrollover.com) Your go-to audio source for everything Qualified Small Business Stock (QSBS). Whether you're an investor preparing for a stock sale, a founder nearing an exit, or an advisor exploring QSBS rollover strategies, this podcast delivers actionable insights you won't find anywhere else. Each episode features audio versions of our most popular articles, expert interviews, and deep dives into QSBS rules, tax planning, eligibility, and the mechanics of rollovers under Section 1202 and 1045. Hosted by the team at QSBS Rollover, we break down complex topics to help you solve QSBS – from exemptions to rollovers to real-world structuring. Contact: Brady@QSBSrollover.com

Ficha técnica

  • Creado por
    QSBS Rollover (QSBSrollover.com)
  • Años en activo
    2025 - 2026
  • Episodios
    30
  • Clasificación
    Apto
  • Derechos de autor
    © 2026 QSBS, Solved
  • Sitio web del podcast
    QSBS, Solved
  • Proveedor