CPA Attorney, LLC

CPA Attorney, LLC CPA Attorney, LLC offers expert Estate Planning, Asset Protection, Tax Services, and Financial Services in Las Vegas.

Helps Protect your assets and secure your financial future. CPA Attorney, LLC, established in Las Vegas in 2018, is a reputable financial and legal powerhouse catering to clients across the nation. Their services include tax planning, preparation, bookkeeping, estate planning, business advisory, asset protection, advanced tax strategies, federal solar tax credit, and wealth management. Led by a de

dicated team of experts, CPA Attorney prides itself on transparency and client success. From startups to seasoned enterprises, no matter the complexity of their financial or legal landscape, clients find tailored solutions to navigate entity creation, solar tax planning, and various other challenges. CPA Attorney, LLC is your trusted partner in securing financial clarity and achieving financial security.

07/15/2026

Ready to move from research to action? Summarize what followers have learned this month (wealth management fundamentals, generational wealth concepts, home equity considerations, when it may make sense to hire a wealth manager), then invite them to book a comprehensive wealth-planning consult via your main contact or booking page to see whether working with CPA Attorney LLC is appropriate for them. Note that any formal advice or implementation requires a separate engagement. For educational purposes only and not individualized legal, tax, or investment advice. Does not create an attorney–client or advisory relationship.

Asset protection trusts work , but only when they're set up and maintained correctly. Common reasons protection can fail...
07/15/2026

Asset protection trusts work , but only when they're set up and maintained correctly. Common reasons protection can fail in court: 1) The trust was created after a claim or lawsuit was already foreseeable (fraudulent transfer), 2) The person maintained too much control or commingled trust and personal funds, 3) The trust wasn't properly funded or documented, 4) It was set up in a state with weak protection laws for the situation at hand. A trust is only as strong as how it's built and maintained. This is exactly why DIY templates and one-size-fits-all approaches can leave families exposed when it matters most.

What is the QSBS exclusion in 2026?The QSBS exclusion (Section 1202 qualified small business stock exclusion) lets found...
07/15/2026

What is the QSBS exclusion in 2026?

The QSBS exclusion (Section 1202 qualified small business stock exclusion) lets founders, employees, and investors exclude up to $15 million in capital gains per taxpayer, per issuer — up from $10 million before July 4, 2025, when the One Big Beautiful Bill Act (OBBBA) took effect.

Three things changed under the new rules:
→ Exclusion cap: $10M → $15 million (indexed for inflation starting 2027)
→ Gross asset threshold: $50M → $75 million
→ QSBS holding period: previously 5 years only — now tiered at 3 years (50% exclusion), 4 years (75%), 5 years (100%)

QSBS requirements are stricter than most founders assume. The stock must come from a domestic C-corporation, acquired at original issuance, and held through a qualifying trade or business. Miss one requirement, and the exclusion disappears entirely.

One trap catches even sophisticated founders: California does not conform to federal QSBS Section 1202 exclusion. State residents can owe up to 13.3% on gains that are 100% excluded federally.

For families with larger gains, QSBS stacking — gifting shares into separate non-grantor trusts — can multiply the exclusion across multiple taxpayers. Per U.S. Treasury data, taxpayers have excluded more than $140 billion in QSBS gains since 2012.

Full breakdown of QSBS exclusion requirements and holding-period rules for 2026:

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Las Vegas, NV

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Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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+17028522577

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