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Form CRS Disclosures

Tax Savings with Qualified Small Business Stock

September 6, 2024

Qualified small business stock (QSBS) is a type of investment that can provide significant tax savings for investors. In this whitepaper, we explain how QSBS works and the tax benefits it offers. We also provide tips and strategies to help you take advantage of this tax-saving opportunity.


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THIS INFORMATION SHOULD NOT BE CONSTRUED AS A RECOMMENDATION, OFFER TO SELL, OR SOLICITATION OF AN OFFER TO BUY A PARTICULAR SECURITY OR INVESTMENT STRATEGY. THE COMMENTARY PROVIDED IS FOR INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE RELIED UPON FOR ACCOUNTING, LEGAL, OR TAX ADVICE. WHILE THE INFORMATION IS CONSIDERED TO BE RELIABLE, Gallimard Advisory CANNOT GUARANTEE ITS ACCURACY, COMPLETENESS, OR SUITABILITY FOR ANY PURPOSE, AND MAKES NO WARRANTIES WITH REGARD TO THE RESULTS TO BE OBTAINED FROM ITS USE. IF THE READER CHOOSES TO RELY ON THE INFORMATION, IT IS AT READER’S OWN RISK.

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