Columbia, MO based unicorn startup, EquipmentShare received another $65.3mm in funding in January 2021, and is one of the hottest startups in Missouri. If you are a stockholder and received your shares before the January 2021 round of financing which exceeded the $50mm gross asset threshold, … Read More
Recent transactions may have QSBS implications for company founders, investors, employees and other shareholders. We're tracking the QSBS potential of many companies, but if you don't see a company you are following or have shares in, please let us know. Get in Touch Contact a QSBS Expert Read More
How do you expect the recent election to impact QSBS in the state? After the results of the 2020 election were certified, we’ve seen QSBS investors take several potential tax law changes into account in their investment strategy. There have only been talking about the potential tax law … Read More
QSBS is popping up more and more these days, whether in M&A transactions, IPOs, regulatory changes, politics, entrepreneurship and in many more areas. Here are some of the recent developments we are following. Get in Touch Contact a QSBS Expert Read More
When food delivery service company, DoorDash Inc., IPO’d in December 2020 (NYSE: DASH), it’s stock quickly jumped 85%. The public float however did not include approximately 110 million shares held by employees through stock options, board members and convertible preferred holders. These shares were originally subject to a … Read More
Not sure if the stock you’re invested in is QSBS, learn more about QSBS Validation Reports Qualified Small Business Stock (QSBS) is a tax incentive that I have found few are aware of and even less understand. Once you start to unpack it, you realize its importance if … Read More
Virginia follows the tax exclusion (100%) on capital gains from the sale of Qualified Small Business Stock (QSBS) (as per IRC Section 1202). Therefore, any capital gains that might have occurred on QSBS sales will not only be excluded from federal income taxes but also state income … Read More
Most importantly not only can you provide a public benefit with your company's mission but also elect to receive the C Corporation tax exemptions as a PBC (i.e. Public Benefit Corporation) or B-Corp. PBCs and B-Corps can qualify for Section 1202 Qualified Small Business Stock (QSBS). PBCs … Read More
Is it almost that time of the year again? I hope so because it's almost time to get that tax refund and put in a new pool or in most cases... pay off medical bills. Assuming you are reading this article if you have Qualified Small Business … Read More
The answer is maybe.... because there are so many layers and nuances that make the tax code confusing. If you are unfamiliar with QSBS it stands for Qualified Small Business Stock and is regulated under Section 1202 of the IRC tax code. In short, QSBS is an … Read More