Reporting QSBS

IRS rejects QSBS Claims

IRS audit activity regarding QSBS seems to be on the rise.  During Q1 2024 we have seen multiple taxpayers receive requests for information, had QSBS claims rejected by the IRS and / or cases have gone to trial. Has the IRS challenged or rejected your QSBS claim?  Let … Read More

83b QSBS

83b Elections and QSBS

Not sure if the stock you’re invested in is QSBS, learn more about our QSBS Monitoring Platform 83(b) Election Basics An 83(b) election allows an individual to accelerate the date on which restricted shares are subject to ordinary income taxes, and potentially pay a lower tax now versus a … Read More