Like any investment, investors should perform proper diligence on investments in Qualified Small Business Stock. Most early stage businesses do not survive past the first couple of years, and while capital losses may qualify for Section 1244 deductions, the most ideal scenario is to have a capital … Read More
YESSSS it is possible to make a "tax-free investment" without needing to qualify as a 501(c)(3) nonprofit, government entity, or investing in municipal bonds. Navigating the tax code is like playing chess, you need to have a strategic gameplan with various scenarios mapped out to make your … Read More
It is easy to forget about the implications of state and local taxes on your income whether it is W-2 wages or capital gains on an investment. If you are an investor be sure to check out your state's tax treatment of capital gains because they could … Read More
QSBS + Stock Options = Maximized Returns If you are an employee or contractor and you have received stock options there are a few questions that are imperative to ask upfront (i) what are the tax effects, (ii) when should I exercise my stock options, (iii) do my … Read More
"Never invest in anything that eats or needs repairing." - Billy Rose Putting Section 1202 QSBS (i.e. qualified small business stock) and convertible note ("QSBS Convertible Note") in the same sentence is a recipe for an "investment needing repaired". If you have stumbled upon this page there are … Read More
If you enjoy investing in small businesses/startups and saving money on taxes then you should learn more about the QSBS exemption, creating tax-free wealth. The couple in the above picture just found out they can save up to 100% on capital gains tax (...they didn't really it's … Read More
If you are googling "states with no income" you must be either getting ready for tax season, moving to a new state, starting a business, or have a current or potential Section 1202 qualified small business stock opportunity. Am I right? Well, you've come to the right … Read More
Connecticut has a strong innovation ecosystem, starting with world class educational institutions, a thriving venture capital community, and a supportive government. CT Entrepreneur Awards recognize the companies leading the way in CT each year. In 2020, Encapsulate, an early stage company founded in Farmington, CT, won the Scalable … Read More
Help for Entrepreneurs Connecticut Innovations (https://ctinnovations.com/) is Connecticut’s strategic venture capital arm and is the leading source of financing and ongoing support for innovative, growing companies. By offering equity investments, strategic guidance and introductions to valuable partners, we enable promising businesses to thrive. CTNext (https://ctnext.com/) has an array of … Read More
Beyond following the Section 1202 tax exclusion, Missouri offers four different tax credit programs to businesses and investors in the state of Missouri. Enhanced Enterprise Zone Tax CreditWine and Grape Tax CreditRebuilding Communities Tax CreditSmall Business Incubator Tax CreditQuality Jobs Program Tax Credit Read More