QSBS Expert Q&A: Stock Redemptions and QSBS Regulations The startup ecosystem and investment landscape are ever-evolving. As new questions develop, the answers and solutions are not far behind. In our monthly series, the QSBS Expert team provides insights into these pressing questions in the highly nuanced realm of … Read More
Preparation is essential when it comes to just about everything, including prep for the tax season ahead. This year may include changes to your tax preparation and filing if you had a QSBS gain. Additionally, new questions may arise about tax filing and the pending changes … Read More
A New York Times article published on December 28th, 2021, by Jesse Drucker exposed various practices that contort the Qualified Small Business Stock (QSBS) tax exemption. The QSBS tax benefits were originally put in place to support the startup ecosystem, bolster job creation, and contribute to the … Read More
Proposed legislation making its way through the Senate has the potential to significantly lower the tax benefits of investing in the startup ecosystem. However, some accountants, financial advisors, and investment experts think with some perceptive, preemptive planning, many investors may still be able to reap the benefits … Read More
California, New Jersey, and D.C. aren’t the only states in the QSBS news as of late— Arizona is making some headlines. For several weeks, Senator Kyrsten Sinema of Arizona and Senator Joe Manchin of West Virginia stood against the BBBA as it recently worked its way through … Read More
On December 20, 2021, New Jersey’s State Senate passed a bipartisan bill (S. 4127) allowing for deductions to individual income tax from the sale of certain Qualified Small Business Stock (QSBS). To qualify for the deduction in New Jersey, the stock has to satisfy the federal Section … Read More
Investors and the collective startup community remain hopeful that QSBS tax exemptions will remain intact after Democratic Senator Joe Manchin of West Virginia confirmed his decision to oppose the Build Back Better Act (BBBA). Senator Manchin expounded on the details of his opposition to the bill on … Read More
How Early-Stage Investors Feel About the Proposed BBBA Gillian Tett, editor-at-large of Financial Times, shared her stance on the stark divide between the “haves” and the “have nots” of the investment universe. Early-stage investors are left feeling vulnerable by the proposed Build Back Better Act (BBBA), while … Read More
The startup ecosystem is making a seismic impact on our nation's economy. It has jumpstarted economic growth, grown technological innovations, and contributed to job creation and retention. Not only that, investing in the startup ecosystem could be highly beneficial for High-Net-Worth (HNW) investors that are looking to … Read More
American policy and legislation is an ever-changing landscape. The Build Back Better Act (BBBA) has been in the news daily since President Biden’s first proposal back in April. Few Americans would be unaffected by this piece of legislation and multiple changes along the way have sparked interest … Read More