Exclude up to $10M in gains from C-corp stock, tax-free.
Founders/employees of qualified C-corps (< $50M gross assets at issue) who hold stock 5+ years can exclude the GREATER of $10M or 10× basis in cap gains from federal tax. Some states (CA) don't conform — plan residency accordingly.
Click Generate advisory deep dive for mechanics, IRC citations, a step-by-step execution plan, a worked numeric example on your profile, costs, risks, and this-week actions.
Multiply the $10M §1202 exclusion across multiple trusts.
4% corporate tax + 0% capital gains for bona fide residents.
Stack the $500K primary-home exclusion on top of a 1031 deferral.
Convert Traditional to Roth during sabbaticals or business-loss years.
Capitalize property taxes and interest on undeveloped land.
Deduct now, control forever, employ heirs.
Ordinary loss (not capital loss) on failed small biz — up to $100K.
Buy leveraged real estate inside your IRA — tax-deferred or tax-free.