The
Platform
Tax optimization is easier when
it’s automated.
With literally millions of dollars on the line for you and other early shareholders, and countless tripwires to navigate which extinguish eligibility, tax incentive compliance isn’t easy. We just make it feel that way. Simple & Automated….Unlock value with the CapGains Platform.
QSBS Comprehensive Analysis
In-depth corporate eligibility analysis to confidently claim exemption at exit.
Rep Validation
Analyzes the eligibility of securities for QSBS tax treatment at issuance.
TaxPayer Assessment
Shareholder-level detailed analysis of QSBS eligibility.
Fundraising with QSBS Rollovers
Improve your fundraising through section 1045 eligibility.
Tax incentives such as Qualified Small Business Stock (QSBS) and Opportunity Zones (OZ) can make capital gains from your company tax-free! Proactive management can save you and your shareholders millions down the road.
CapGains Monitoring = Peace of Mind
Tax incentive rules are extensive and often ambiguous. Don’t let confusion or ignorance prevent you from getting the most out of your success.
Why act now?
Powerful tax incentives are designed to encourage business-building entrepreneurs and startup investors create the jobs of tomorrow. However, without proper management and monitoring of the many pitfalls – which jeopardize eligibility – the powerful exemption can be totally lost to you and your biggest supporters.
STEP 1
Join our Platform to establish a baseline of eligibility.
STEP 2
The resulting personalized analysis provides a roadmap to maintain eligibility.
STEP 3
Optional upgrades provide additional support, clarity, & peace of mind when tripwires are encountered.
STEP 4
Upon exit, individual shareholder analyses are available to bolster confidence around eligibility.
The Platform
Founder friendly. Easy to use.
QSBS COMPREHENSIVE ANALYSIS
Understand what makes your company QSBS eligible
- In-depth corporate eligibility analysis
- Confidently claim exemption at exit
REP VALIDATION
Ensure QSBS eligibility
- Support documentation & analysis
- Determine tax treatment at issuance
TAXPAYER ASSESSMENT
QSBS Certification / Reporting
- Exit individual taxpayer summary
- Feel confident about your situation
COMING SOON
This article does not constitute legal or tax advice. Please consult with your legal or tax advisor with respect to your particular circumstance.
