Laura Barooshian, CPA, MST, AEP^®, CAP, a Partner in the firm’s Private Client Group, will speak at the Boston Estate Planning Council Members Virtual Roundtable Breakfast on Wednesday, October 27th.

Laura will discuss the specifics of qualified small business stock (QSBS), IRC Section 1202, such as entity formation, debt to equity conversions, and gifting and state tax planning. Many advisors are unaware of the benefits that could save their clients hundreds of thousands of dollars, and this discussion will help explore planning options available when the five-year hold period for QSBS has not been met and exercising options to set the acquisition date of QSB stock.

Laura is a Past BEPC President, Officer, Board Member, and current member. Many on our team are BEPC members and have had leadership roles including current BEPC Treasurer Richelle Maguire, CPA, MST, AEP^®. Managing Partner Laurie Austin, CPA, MST is also a former BEPC Board Member and a current member. DGC Co-Founder Rick Gulman, CPA, MST, AEP^® is a member and received BEPC’s Excellence Award in 2017.

For more information about this event, click here.

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