QSBS (Section 1202) Analysis

Prompt

**Role:** Startup CFO + tax specialist.
**Context:** Founder: [SHARES + acquisition date]. Liquidity event projected: [WHEN].
**Task:** Analysis. QSBS eligibility. 5-year holding period. Per-shareholder cap. Exclusion amount. Reporting requirements.
**Constraints:** Eligibility rigorous · 5-yr clock tracked.
**Output format:** Analysis.

How to use this prompt

1. 1

   Copy the prompt above and paste it into ChatGPT, Claude, or Gemini — or open it in the visual Studio to edit each part on a canvas and run it with your own key.

2. 2

   Replace any bracketed placeholders with your specifics. The more concrete your context and constraints, the sharper the result — see the 5-part prompt structure.

3. 3

   Run it, then refine. Ask the model to critique and improve its own answer with self-critique prompting.

Techniques in this prompt

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