Qualified Small Business Stock

Knowing the QSBS rules is one thing. Proving your Ramp shares qualify is another. Here's the step-by-step check – the documents to pull, the dates that matter, and exactly what to ask Ramp.

Ramp went from $1.6B to $44B in five years. For Ramp employee equity, QSBS eligibility was settled the day each share was issued – your exercise date, not your grant date. Here's how to check yours.

IRC Section 1202 can exclude up to $15 million in capital gains from federal taxes – but for Anthropic employees, QSBS eligibility is far narrower than most people realize, and California won't recognize it regardless. This guide explains who actually qualifies, what disqualifies most employees, and what to do before the IPO closes the planning window.

Most founders don't know it exists until it's too late. Section 1202 of the U.S. Tax Code lets qualifying shareholders exclude up to $15 million in capital gains from federal taxation – zero capital gains tax, zero NIIT, no AMT impact. This guide covers everything: who qualifies, what the One Big Beautiful Bill Act changed, and how families are using stacking strategies to shield tens of millions across generations.

If you're a tech employee or founder in New York City sitting on stock options or RSUs and feeling uncertain about the right moves – you're not alone. Equity compensation is genuinely complicated, and the stakes are high. Fortrove Partners exists to give you the clarity and guidance you deserve.

Steps to realize a great tax benefit

Answers to specific QSBS questions

We dive further into QSBS specifics.

QSBS, a wonderful instrument, is explained.