Joshua Becker on Muck Rack

Joshua Becker

Scottsdale
As seen in: Phoenix Business Journal, Law360, JD Supra, Mondaq, Bloomberg Tax, Law360 UK, Family Wealth Report, Employment Law Strategist, In Business Phoenix
father, husband, lawyer, politically homeless, Arizona Wildcat, and Gunner (Arsenal) #BearDown #COYG
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Articles

QSBS Stacking and Potential Treasury Guidance: Why Good Planning Withstands Scrutiny

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By Joshua Becker
| JD Supra
QSBS stacking can remain an important planning tool, provided the structure is grounded in legitimate family and estate planning. Takeaway The key to QSBS stacking is ensuring the structure looks like family and estate planning first—not a tax shelter assembled on the eve of an exit. Qualified Small Business Stock, or QSBS, remains one of the most valuable tax incentives available to founders, early employees and startup investors.
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QSBS Stacking and Potential Treasury Guidance: Why Good Planning Withstands Scrutiny

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By Joshua Becker
| pillsburylaw.com
Takeaway The key to QSBS stacking is ensuring the structure looks like family and estate planning first—not a tax shelter assembled on the eve of an exit. That concern became more concrete in May 2026, when Treasury Assistant Secretary for Tax Policy Kenneth Kies reportedly told a DC tax conference that Treasury was “taking a close look” at QSBS stacking.
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Family Offices Double Down on Direct Investments as Mining and Materials Gain Momentum

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By Joshua Becker
| pillsburylaw.com
Private Client & Family Office partner Michael Kosnitzky told S&P Global that families are pursuing direct investments to gain greater control, reduce fees and secure better valuations. North America attracted the largest share of capital at $6.5 billion, though some family offices are beginning to diversify into Europe and Asia-Pacific amid U.S. market volatility. The materials sector led investment activity, with mining and rare minerals emerging as areas of growing interest.
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