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Webinar

Taking it home: Strategic Section 1202 exit planning

Date:
Sept. 24, 2025
Explore advanced Section 1202 strategies to optimize tax savings through smart exit planning, including rollovers, gifting, timing, and Section 1045 integration. Join our specialists in this webinar to hear all the details.
Washington D.C. during the day.If you’ve been hoping for the maximum possible benefit of Section 1202, it’s critical to consider the ultimate exit structure and strategies far in advance of an exit. In this webinar, our specialists go beyond the basics of qualification, diving into how to implement an exit strategy that optimizes your tax savings. We’ll discuss the different types of exits that qualify and strategies associated with an exit, such as rollover, share identification, and installment sales. Then, we’ll focus on potential gifting and timing strategies that can be utilized to boost the ultimate gain exclusion. We’ll also discuss Section 1045, a lesser-known tax benefit that can be combined with Section 1202 to supercharge tax savings. Finally, our presenters will explore how the One, Big, Beautiful Bill (OBBB) will impact the Section 1202 gain exclusion.

Learning objectives:

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