Under Section 1202 a qualified small business must be an operating company that is structured as a C Corporation. Even if the company was founded under a different legal structure the company can be restructured as a C Corporation and issue QSBS with the five-year timeline starting … Read More
QSBS purchased on or after September 28, 2010, is 100% excluded from capital gains taxes, net investment income taxes (NIIT), and alternative minimum taxes (AMT) as long as the QSBS gains do not exceed the exclusion cap. Gains over the exclusion cap will be subject NIIT and … Read More
Alternative minimum tax (AMT) is an "alternative" tax for people who are considered having higher income and was passed by congress in 1969 as a check to make sure taxpayers were not slipping out of their fair share of taxes. AMT recalculates taxable income by excluding some … Read More
As a holder of qualified small business stock (QSBS), it is important to know what steps to take not only when you report the Section 1202 exclusion on your taxes but also when the QSBS is issued. QSBS for some is a hidden secret embedded within the … Read More
QSBS purchased after September 28, 2010, is eligible for a $10M or 10x the initial investment tax exclusion on 100% of capital gains taxes, alternative minimum taxes (AMT), and net investment income tax (NIIT). Even though NIIT was not established until January of 2013, QSBS purchased before … Read More
As an employee, you have taken the risk of believing in your company and dedicating your time and maybe even money to its mission. You could be missing out on tax incentives with your compensated stock. Your stock may be eligible for a 100% capital gains tax … Read More
As a founder, you have dedicated your life to building your company to find out that when you sell it a chunk of your life's work goes to the federal government. Your stock may be eligible for a 100% capital gains tax exclusion. QSBSExpert is here to … Read More
As a investor in an investment fund, it is imperative to know what the tax implications may be for when you receive your pass-through distributions from the investment fund. QSBSExpert is here to help! What Businesses Qualify for QSBS?Can My QSBS Gain(s) Be Excluded from Taxes?What are the … Read More
Section 1202 Qualified Small Business Stock is often an overlooked or unheard of tax incentive to stockholders. If you are a lawyer or accountant you can save your client up to 100% in capital gains taxes. QSBSExpert is here to help! What Businesses Qualify for QSBS?Can My QSBS … Read More
As an investor taking on risky investments in qualified small businesses you want to maximize your potential gains by leveraging the tax incentives written for you. Your stock may be eligible for a 100% capital gains tax exclusion. QSBSExpert is here to help! What Businesses Qualify for QSBS?Can … Read More