Search Results for: what is qsbs
Qualifying QSBS Businesses
Alternatives if your stock doesn’t qualify for QSBS or if you incur a capital loss
QSBS Rules by State
Protecting QSBS Status: Stock Redemptions
Not sure if the stock you’re invested in is QSBS, learn more about our QSBS Monitoring Platform Many actions or decisions companies routinely make can jeopardize qualified small business stock (QSBS) status. Suppose after starting your company and qualifying for all of the criteria for QSBS, you meet Charlie, … Read More
QSBS Calculator
QSBS Articles
Learn the Basics of QSBS
Qualifying as QSBS: Active Business Requirement
The QSBS “Active Business Requirement” requires that “at least 80 percent (by value) of the assets” of the corporation are used in the “active conduct of one or more qualified trades or businesses1 during substantially all of the taxpayer’s holding period for such stock” (Section 1202 (2)(A)). … Read More
What to Consider With Follow on Investments to Maintain the QSBS Tax Exclusion
Qualifying QSBS investments are not hard to find but they can be hard to maintain. A few key caveats to consider when navigating your investment tax planning for follow on investments is (i) the QSBS asset test, (ii) the timeline, and (iii) the tax exclusion. The QSBS … Read More