QSBS Basics

QSBS Expert Q&A

February 2022 Q&A

The startup ecosystem and investment landscape are ever-evolving. As new questions develop, the answers and solutions are not far behind. In a new monthly series, the QSBS Expert team will be providing insight into these pressing questions in the highly nuanced realm of QSBS. Tax season is in … Read More

The Basics Behind a Trust

            A trust is between a trustor (the one who gives the right to hold title to assets/property) and a trustee (the one who receives the title to said asset/property). This situation creates a fiduciary relationship which comes with fiduciary duties, such as: Duty of Care Duty of ConfidentialityDuty of … Read More

Common Equity QSBS

Common Equity and QSBS

For any security to qualify under Section 1202 as Qualified Small Business Stock, the company must first be considered an eligible Qualified Small Business (QSB) meaning: It is a domestic C-Corp It has less than $50 million in gross assets (when the stock is issued)It is an active … Read More

Preferred Equity QSBS

Preferred Equity and QSBS

For any security to qualify under Section 1202 as Qualified Small Business Stock, the company must first be considered an eligible Qualified Small Business (QSB) meaning: It is a domestic C-Corp It has less than $50 million in gross assets (when the stock is issued)It is an active … Read More

KISS Note QSBS

KISS Notes and QSBS

For any security to qualify under Section 1202 as Qualified Small Business Stock, the company must first be considered an eligible Qualified Small Business (QSB) meaning: It is a domestic C-Corp It has less than $50 million in gross assets (when the stock is issued)It is an active … Read More