WEBINAR

With growing interest in tax planning strategies for small businesses and startups, many are asking: What exactly does Section 1202 offer, and how can it be applied effectively? Whether you're navigating entity structuring or simply seeking clarity on this powerful provision, our team has been tracking the key considerations to help you stay informed and ahead.

Join members of CohnReznick’s National Tax practice as they walk through the core components of Section 1202, explore its relevance to entity classification, and highlight industries where it may have the most impact. Learn what’s driving renewed attention, what professionals need to understand now, and how Section 1202 could influence future planning decisions.

Key Topics:

• Understanding Section 1202 QSBS: Overview of tax exclusions and long-term planning benefits.
• Eligibility criteria: Key requirements for businesses and shareholders to qualify.
• Entity structuring considerations: Evaluating the pros and cons of C corporation conversion.
• Industry applicability: Identifying sectors that qualify or are excluded under Section 1202.
• Advisory integration: Incorporating Section 1202 into strategic planning discussions.

Live webinar participants are anticipated to qualify for 1 CPE credit in the Taxes field of study.

SPEAKERS

CPE Information

Live event participants can earn up to 1 CPE credit in the Taxes field of study.

Program description: With growing interest in tax planning strategies for small businesses and startups, many are asking: What exactly does Section 1202 offer, and how can it be applied effectively? Whether you're navigating entity structuring or simply seeking clarity on this powerful provision, our team has been tracking the key considerations to help you stay informed and ahead. Join members of CohnReznick’s National Tax practice as they walk through the core components of Section 1202, explore its relevance to entity classification, and highlight industries where it may have the most impact. Learn what’s driving renewed attention, what professionals need to understand now, and how Section 1202 could influence future planning decisions.

Program level: Basic – New to subject knowledge 

Prerequisites: None

Advanced preparation: None

Topics to be discussed include:

• Understanding Section 1202 QSBS: Overview of tax exclusions and long-term planning benefits.
• Eligibility Criteria: Key requirements for businesses and shareholders to qualify.
• Entity Structuring Considerations: Evaluating the pros and cons of C corporation conversion.
• Industry Applicability: Identifying sectors that qualify or are excluded under Section 1202.
• Advisory Integration: Incorporating Section 1202 into strategic planning discussions. 

Instructional Delivery Method: Webinars: Group Internet Based

Course Registration Requirements: Landing pages feature this content prior to CPE credit approval.

Official NASBA sponsor statement, if an approved NASBA sponsor (explaining final authority of acceptance of CPE credits):

CohnReznick is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State board of accountancy have final authority on the acceptance of individual courses for CPE credits. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.