XPX Triangle Lunch & Learn - Beyond QSBS: Using 1202 Stacking to Preserve More of a Founder’s Exit

Section 1202 can be one of the most powerful and misunderstood tax planning tools available to private business owners. Allowing a taxpayer to potentially exclude up to $10M of capital gain taxation upon the sale of their company, it is one of the most beneficial tax provisions available to successful entrepreneurs. While many advisors are familiar with the basics of Qualified Small Business Stock (QSBS), far fewer understand how 1202 stacking strategies can increase the amount of gain eligible for exclusion at exit.

This session will explore how 1202 stacking works, when it’s viable, and where advisors most often miss opportunities or create risk. We’ll walk through planning considerations, coordination with legal and tax partners, and common structuring scenarios that may allow founders to multiply QSBS benefits while staying aligned with the intent of the code.

Attendees will leave with a practical framework for identifying opportunities earlier, asking better questions, and collaborating across the advisory team to support more tax-efficient exits.

Our Speakers:

Clint Costa, JD, LLM, CPA
Senior Wealth Strategist
CHOREO

Clint supports advisors and clients in advanced transfer tax, income tax, estate and business planning matters.

During his career as an attorney, Clint counseled and represented business owners, entrepreneurs, creators, C-suite executives, and wealthy families to bring their financial plans to life. Clint has extensive experience using trusts and business entities to optimize clients’ generational wealth transfer, income tax minimization, and related financial goals. Often serving as “general counsel” for clients, he advises on a wide range of business and personal matters.

Clint is also a Certified Public Accountant and frequent speaker on estate, tax, and business planning topics.

David Winslow, CFP®, CEPA
Managing Director, Wealth Management
CHOREO

As Managing Director of Wealth Management at Choreo’s Charlotte, NC office, David advises ultra-high-net-worth individuals, business owners, and multi-generational families on strategies to preserve and grow wealth. He specializes in business succession, estate and gift planning, and sophisticated asset management, guiding companies from start-up through successful exit events.

David delivers clear, strategic roadmaps aligned with each client’s long-term goals, with expertise spanning investment management, philanthropic planning, private investments, and tax-efficient strategies.

Previously, he held senior leadership roles at RSM US LLP, Cherry Bekaert, and Merrill Lynch. Outside of work, David enjoys golf, fitness, and time outdoors with his dog.

Agenda:

Registration Fees:

XPX Triangle Members  - $0.00
XPX Triangle Members Same Day/Walk-in Fee  - $20.00

XPX Chapter Network Members Regular Fee - $30.00
XPX Chapter Network Members Same Day Fee - $40.00

Non-Members Regular Fee  - $35.00
Non-Members Regular Fee Same Day Fee  - $45.00

Food and beverages are included.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds or credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.