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Approachable education

From issuing grants to changing valuations, our Equity Tax Advisors will proactively answer all your employees’ questions and help with tax scenario modeling.

QSBS guidance

A qualified small business stock (QSBS) exclusion is a tax benefit that can help your business. We’ll determine your company’s QSBS eligibility, provide a shareable attestation letter, and offer guidance on tax filing.

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