Should I Excercise My QSBS Stock Options Now or Wait Closer to the Expiration Date?
The combination of tax and timing can create a moving target when trying to pin down when to exercise stock…
Do I Have to Pay Payroll Taxes for Employees Compensated With QSBS?
Any compensation given to employees is treated as wages; therefore, FICA (Social Security and Medicare), FUTA (Federal Unemployment), and SUTA…
Can Employees Receive QSBS as Compensation?
Employees can be compensated with QSBS and elect the Section 1202 capital gains tax exclusion. There are various scenarios where…
QSBS for Employees
As an employee, you have taken the risk of believing in your company and dedicating your time and maybe even…
Applying for QSBS Employee Founder Individual Investor Investment Fund Investor in an Investment Fund QSBS Basics QSBS Tax Filing Service Provider What is QSBS?
How is the Section 1202 QSBS Capital Gains Exclusion Reported on My Tax Return?
Reporting of the Section 1202 gain depends on (a) the tax form (b) whether it is owned through a pass-through…
Should I Exercise My Stock Options Now?
The timing of exercising stock options can vary from person to person and depends on whether your options are non-qualified…
Complex QSBS Situations Employee Founder Other Security Types QSBS Acquisition Criteria QSBS Basics QSBS Exemption Guidelines
Do My Stock Options Qualify for QSBS?
Stock options could qualify for QSBS after they are exercised, but there are a few steps you should take before…
Can Any Service Qualify for QSBS Compensation?
Any service, but underwriting, can be provided to a qualifying QSBS C Corporation in exchange for QSBS in the form…