QSBS purchased after September 28, 2010, is eligible for a $10M or 10x the initial investment tax exclusion on 100% of capital gains taxes, alternative minimum taxes (AMT), and net investment income tax (NIIT). Even though NIIT was not established until January of 2013, QSBS purchased before … Read More
As an employee, you have taken the risk of believing in your company and dedicating your time and maybe even money to its mission. You could be missing out on tax incentives with your compensated stock. Your stock may be eligible for a 100% capital gains tax … Read More
As a founder, you have dedicated your life to building your company to find out that when you sell it a chunk of your life's work goes to the federal government. Your stock may be eligible for a 100% capital gains tax exclusion. QSBSExpert is here to … Read More
As a investor in an investment fund, it is imperative to know what the tax implications may be for when you receive your pass-through distributions from the investment fund. QSBSExpert is here to help! What Businesses Qualify for QSBS?Can My QSBS Gain(s) Be Excluded from Taxes?What are the … Read More
Section 1202 Qualified Small Business Stock is often an overlooked or unheard of tax incentive to stockholders. If you are a lawyer or accountant you can save your client up to 100% in capital gains taxes. QSBSExpert is here to help! What Businesses Qualify for QSBS?Can My QSBS … Read More
As an investor taking on risky investments in qualified small businesses you want to maximize your potential gains by leveraging the tax incentives written for you. Your stock may be eligible for a 100% capital gains tax exclusion. QSBSExpert is here to help! What Businesses Qualify for QSBS?Can … Read More
As a manager of an Investment Fund, it is imperative to know both what the tax implications may be for investments you’re considering entering and tax treatment of gains for your Limited Partners as they are sure to ask you. QSBSExpert is here to help! Which Portfolio Companies … Read More
Not sure if the stock you’re invested in is QSBS, learn more about our QSBS Monitoring Platform The QSBS exclusion is $10M or 10x the initial investment for each QSBS issuer whether you are married or not. Under Section 1202(b) if the taxpayer is married but filing jointly … Read More
The purpose of this case study is to give a real-world example of the potential benefits of the Section 1202 qualified small business stock (QSBS) exclusion on a QSBS holder and tax revenue level. Below is the QSBS Company Profile for Beyond Meat ("the Company" or "BM") … Read More
Reporting of the Section 1202 gain depends on (a) the tax form (b) whether it is owned through a pass-through entity, and (c) the timing of payments received from the sale of the QSBS. There are two forms (i) Form 1099-DIV and (ii) Form 2439. If the … Read More