Maximize your tax savings with our QSBS calculator

The qualified small business stock (QSBS) tax exemption offers a unique opportunity to potentially eliminate capital gains tax when selling your equity. However, calculating your QSBS savings can be complex. Our free QSBS calculator simplifies this process, providing you with an estimate of your potential tax savings.

Download the QSBS calculator

 

 

Is your stock eligible for QSBS?

QSBS requirements image

How the calculator works

How the calculator works

Our free QSBS calculator assumes the requirements for QSBS were met when the shares were acquired, and uses the following information:

  • Number of shares you plan to sell
  • Holding period
  • Cost basis
  • Hypothetical sale price
Expert guidance on QSBS

Carta Equity Advisory is here to assist you in leveraging QSBS benefits and exploring various tax scenarios. Make informed decisions about your equity with our expert guidance.