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2026-05-12 Unlocking QSBS: Tax Advantages and Valuation Considerations

 

May 12, 2026
12:00 PM PDT - 1:15 PM PDT
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Virtual

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This session provides a practical overview of Qualified Small Business Stock (QSBS), focusing on how the tax benefit works and the key requirements to qualify. We will break down both the corporate-level criteria and shareholder-level rules, equipping you with the knowledge to identify planning opportunities and avoid common pitfalls.  We will also walk through key valuation considerations related to the “gross assets test” and in establishing the QSBS tax basis when contributing assets from an LLC to a C-Corporation.

Learning Objectives:

  • Learn what QSBS is and its potential benefits.
  • Understand the corporate- and shareholder-level requirements for QSBS.
  • Recognize when an appraisal is needed and how valuation affects the QSBS benefit.

 Speakers:

Petra N. Loer
Managing Director, San Francisco
Andersen

Petra Loer is a member of the Valuation Services Group at Andersen. Her experience includes the valuation of closely held businesses, business interests, intangible  assets, intellectual property, debt instruments, and derivatives. These engagements span a variety of purposes, including financial reporting, tax planning and reporting, mergers and acquisitions, litigation support, strategic planning, and restructuring.  

Her client basis ranges from small closely-held businesses to multi-billion dollar multinational public companies, in industries as diverse as manufacturing to technology.

Before joining Andersen, Petra was a member of  the Valuation Services practices at Huron Consulting Group and Arthur Andersen. Petra holds the Chartered Financial Analyst (CFA) and Accredited Senior Appraiser (ASA – BV) designations.

Petra teaches national valuation training for Andersen and contributes to the firm’s publications focused on key valuation topics.  

Jaskirat Sandhu
Managing Director, Silicon Valley
Andersen

Jaskirat (Jason) Sandhu is a managing director in the Commercial practice. He has eleven years of experience providing tax consulting and compliance services for large multinational enterprises. Jason advises both publicly held companies and pre-IPO companies in a variety of industries, including SaaS, biotechnology, AI, retail, real estate, manufacturing, and semiconductors.

Jason’s primary tax and business practice areas include:

  • Accounting for income taxes (ASC 740)
  • Compensation and benefits tax planning, including tax accounting for stock compensation (ASC 718)
  • Tax Consulting
  • Tax Compliance, including preparation/review of federal and state tax returns
  • Mergers and Acquisitions (M&A)
  • Tax Credits and Incentives, including research and experimental tax credits
  • Qualified Small Business Stock (QSBS) planning

Event Details:

Tuesday, May 12, 2026
12:00 pm – 1:15 pm
Free for Financial Executives
Virtual

Registration closes at 10:00 am the day of the event.

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