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Does Owning a Corporation Qualify You for the Capital Gains Exemption?
Owning a corporation doesn't automatically qualify you for the Lifetime Capital Gains Exemption. Jared explains why shares must meet specific tests, why this is exit planning rather than just sale planning, and how passive investments or industry assumptions can quietly disqualify a business. Using real client examples, he shows why owners should confirm today whether their shares actually qualify.
Jared PilonTopic: Corporate TaxesRestructuringSuccession Planning
September 1, 2026 | View Post
