The QSBS exclusion lets qualifying small business stockholders shield gains from federal tax. After the One Big Beautiful Bill Act (OBBBA), stock acquired after July 4, 2025, qualifies for an exclusion of $15 million or 10x your basis, with a $75 million gross-asset test (up from $50 million). OBBBA also introduced tiered exclusion: 50% at three years of holding, 75% at four years, and 100% at five years. QSBS stacking through non-grantor trusts remains available, so you can multiply the exclusion across multiple taxpayers with proper planning.
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