Include QSBS clauses in your agreements to better manage your QSBS With an increased emphasis on qualifying and maintaining Qualified Small Business Stock (QSBS) status, investors have increasingly requested that QSBS reps and covenants are included in agreements. This page includes resources to help investors and corporations better … Read More
What is a family limited partnership? A family limited partnership, or "FLP", is a legal entity established when two or more members of a family create a partnership. The partnership is set up as a holding company, and the holdings may include business interests, real estate, securities, and … Read More
Can I ask the IRS if my company qualifies as a Qualified Small Business? Taxpayers can seek guidance from the IRS to determine whether their company or a company in which they are a shareholder meets the definition of a Qualified Small Business (QSB). This would involve requesting … Read More
President Biden’s address to congress this week in regards to his American Jobs Act and American Families plan was based on competition. In order to compete on the world stage to “win the 21st century,” Biden laid out the benefits of his plans that will add infrastructure … Read More
As American taxpayers await the unveiling of the Biden Administration’s tax proposal, investors can’t help but uneasily imagine the effects it will have on their long term capital gains. It has been stated that the sharp raise in capital gains tax, from a top rate of 23.8% to … Read More
If there was a simple “yes or no” equation for this question, this would be a very short article. The reality is more complex, since individual circumstances will impact how companies handle QSBS-related requests. Because both the company and the individual shares held need to qualify, this … Read More
Real estate brokerage Compass Inc. went public on April 1, 2021. The company backed by SoftBank Group Corp.’s Vision Fund sold 25 million shares for $18 each. Any individual owning stock purchased or received directly from the company could potentially be eligible for the QSBS capital gains tax exclusion or … Read More
Stock in Coursera began trading with a double-digit gain after the online education company late Tuesday priced an initial public offering at the high end of the range investors had been told to expect. The stock opened for trading on March 31, 2021, at $39, up about 18% from … Read More
Denver, Colorado-based startup Windward Studios was acquired by the internationally leading provider of document technology solutions for software developers, PDFTron, on April 8, 2021. According to Crunchbase, the leading document generation software designer, Windward, was founded by David Thielen in 1996. Any individual owning stock purchased or … Read More
Indianapolis, Indiana-based startup PactSafe was acquired by contract lifecycle management pioneer, Ironclad, on March 25, 2021. According to Crunchbase, the leading clickwrap transaction platform, PactSafe, had raised a total of $8.2 million in funding since 2012 from 8 different investment funds. Any individual owning stock purchased or … Read More