The
Platform
Tax optimization is easier when
it’s automated.
With literally millions of dollars on the line for you and other early shareholders, and countless tripwires to navigate which extinguish eligibility, tax incentive compliance isn’t easy. We just make it feel that way. Simple & Automated….Unlock value with the CapGains Platform.
Platform Setup Assessment
Adaptive questions cover hundreds of permutations and gear the platform towards your specific business, product, and market context.
Tripwire Analysis
Identifies tripwires and hazards which may jeopardize eligibility.
Ongoing Monitoring
Contemporaneously document compliance, flag potential problem areas, and identify remediation measures in real time.
Claim Exemption Confidently
Provide your shareholders with the support they need to claim tax exemptions confidently.
Tax incentives such as Qualified Small Business Stock (QSBS) and Opportunity Zones (OZ) can make capital gains from your company tax-free! Proactive management can save you and your shareholders millions down the road.
CapGains Monitoring = Peace of Mind
Tax incentive rules are extensive and often ambiguous. Don’t let confusion or ignorance prevent you from getting the most out of your success.
Why act now?
Powerful tax incentives are designed to encourage business-building entrepreneurs and startup investors create the jobs of tomorrow. However, without proper management and monitoring of the many pitfalls – which jeopardize eligibility – the powerful exemption can be totally lost to you and your biggest supporters.
STEP 1
Join our free Platform to establish a baseline of eligibility.
STEP 2
The resulting personalized analysis provides a roadmap to maintain eligibility.
STEP 3
Optional upgrades provide additional support, clarity, & peace of mind when tripwires are encountered.
STEP 4
Upon exit, individual shareholder analyses are available to bolster confidence around eligibility.
The Platform
Founder friendly. Easy to use. Free to join.
CORPORATION / ENTITY LEVEL
Understand what makes your company QSBS eligible
FREE
- No credit card required
- Join the platform
- Begin navigation your company’s Qualified Small Business eligibility.
CORPORATION / ENTITY LEVEL
Ensure QSBS eligibility
PRICING UPON REQUEST
- Continuous support documentation & analysis
- Ongoing & rolling QSBS monitoring
- Annual fee
QSBS Certification / Reporting
PRICING UPON REQUEST
- Exit corporate summary
- Completed in conjunction with our CPA partners
- Individuals: taxpayer summaries
- Companies: company-level corporate summaries
This article does not constitute legal or tax advice. Please consult with your legal or tax advisor with respect to your particular circumstance.
