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Qualified Small Business Stock Exclusions with Brandon White
Episode 144

Qualified Small Business Stock Exclusions with Brandon White

Capital Gains Tax Solutions Podcast · Brett Swarts

September 22, 202129m 25s

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Show Notes


Brandon White is an entrepreneur with two successful exits so far under his belt, he worked for two venture capital firms and marketing and at a $200 billion internet company and has been a CEO of venture-backed companies. He's been featured in Forbes Entrepreneur Magazine, Success Magazine, Fast Company. He took all this experience with him and he means teams his powerful mindset tunes his body and cookie builds businesses and developed a new framework as a shortcut for himself. He easily turns his ideas into products, products into businesses, and quickly ramps up sales.


A lifelong entrepreneur had a few stops in between as a venture capitalist working for two venture capital firms. He built an online business that generated a six-figure passive income for me for over a decade, a clothing business, and a technology company. For Brandon having dyslexia is a gift given and he turns it into a great work ethic and a desire to compete and to do great things. 


In our conversation, we discussed:

  • The secret to the Qualified Small Business Stock Exclusion
  • Deferring Taxes in the QSBS
  • Estate Tax and Stepped-Up Basis on Exclusion




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