Sell QSBS before 5 years and roll gain into new QSBS within 60 days — preserve deferral and restart clock.
IRC §1045 lets holders who've held QSBS for at least 6 months sell early and roll the entire gain into new QSBS within 60 days. Deferred gain reduces new stock's basis; original holding period tacks on for §1202. Use when a startup exits before 5 years — redeploy into another qualifying startup and keep the tax-free trajectory alive. Election filed on Form 8949.
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Front-load depreciation on real estate to slash current-year taxes.
Turn W-2 income into tax-free passive rental losses.
Defer capital gains indefinitely by rolling into bigger real estate.
Defer + eliminate capital gains via OZ funds.
Rent your home to your business up to 14 days/year — tax-free.
Deduct 20% of pass-through business income.
Slash self-employment tax on profits above ~$50K.
Expense equipment, vehicles, and property in year one.