Join us at our Member Meeting
Tuesday, November 3, 2026 at 11:30 AM
Hidden in the Tax Code: The QSBS Break
Every Entrepreneur and Advisor Should Know
Vikram Ganu
Whittier Trust
Whittier Trust
4695 MacArthur Court, Suite 1500, Newport Beach, CA 92660
11:30am - Registration
12:00pm - 1:00pm - Lunch and Presentation
There is no fee for registration
Click Here to Register Online
Hidden within the tax code is a powerful opportunity that many entrepreneurs and their advisors overlook. In “Hidden in the Tax Code: The QSBS Break Every Entrepreneur and Advisor Should Know,” Vikram Ganu, Director of Tax at Whittier Trust, will explain how Qualified Small Business Stock (QSBS) can offer significant income and estate tax savings to business owners, founders, investors, and their families. He will highlight the key qualifications, common planning opportunities, and potential pitfalls, while demonstrating why thoughtful planning, including the use of a non-resident corporate trustee —often well before a business sale—can make a meaningful difference in preserving wealth.
Vikram Ganu
Whittier Trust
Newport Beach, California
Virkam Ganu oversees Whittier Trust's tax practice, leading income and estate tax planning strategies for high-net-worth individuals, families, and family-owned businesses. He also manages income tax compliance, tax processing, and IRA/1099 processing departments.
Vikram has over 16 years of public accounting experience, including 12 years at Big Four firms in Los Angeles and the Bay Area. He specializes in tax advisory, compliance, and buy/sell-side tax due diligence, with deep domain experience across real estate, venture capital, private equity, and media/entertainment.
There are no prerequisites for this program.
There is no required advanced preparation.
The Program Level for this will be intermediate.
Delivery Method: Group Live
Prerequisites and Program Content:
There are no prerequisite education or prior experience needed for any of STEP Orange County’s meetings or events. All sponsored events are relevant learning objectives to assist in the continuing education for MCLE and CPE. All levels are encouraged to participate and all participants will take away knowledge regarding the subject matter. There is also no advanced preparation needed for any of the meetings or events.The field of study for this program is Taxes and will be delivered by Group Live & Group Internet Based.
STEP Orange County is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE Credit. Complaints regarding registered sponsored may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org
Compliant/Refund Resolution Policy:
For more information regarding administrative policies such as complaints, please contact Greg Custer or other Board Members of STEP Orange County.
Anna Fedosova: (949) 375-3442