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Tools
Small, exact answers to the questions angels actually have to look up. Open to anyone, nothing stored.
Updated for 2025
QSBS calculator
Which version of Section 1202 applies to your stock, how much of the gain is federal-tax-free, and the exact date you cross into the next exclusion tier.
Coming soon
Section 1045 rollover timer
Sold QSBS early? You have 60 days to roll the proceeds into replacement stock and carry your holding period with it. Miss the window and the deferral is gone.
One position is a calculator
A portfolio is a different problem. Signed tracks acquisition dates, cost basis, and marks across every check you've written, so the dates that matter show up before you need them.