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The Tax Benefits of Qualified Small Business Stock

January 27, 2025 By Patrick Schultz, J.D., CEPA®
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Office Hours

The Tax Benefits of Qualified Small Business Stock

In this video series, Clark Capital’s Client Portfolio Management team answers advisors’ most frequently asked questions. In this episode of Office Hours, Senior Wealth Planner Patrick Schultz breaks down IRS Section 1202, Qualified Small Business Stock, and shares the five specific requirements for eligibility.

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