What is the SEC? The Securities and Exchange Commission (SEC) was established by the Securities and Exchange Act of 1934 as a reaction to the 1929 stock market crash. It is an independent federal agency responsible primarily for the regulation of the securities market in order to protect … Read More
What is a C Corporation? A C corporation is a type of business structure in which the company is owned by the shareholders. These shareholders have the power to elect a board of directors who help to make governance decisions around how the company is operated. Notably, corporations … Read More
Cannabis Investors Need to Look Into QSBS Those looking to break into the growing cannabis industry through entrepreneurship would be wise to familiarize themselves with section 1202 of the IRC, the capital gains exclusion which allows for holders of QSBS to take the $10,000,000 tax-free. The cannabis industry attracts … Read More
Federal QSBS Exclusions and State Tax Implications Allowing capital gains tax exclusions for Qualified Small Business Stocks (QSBS) encourages investment in US small business. QSBS laws help provide capital for these businesses while offering a savvy tax strategy for investors who want to minimize capital gains taxes. Investors who … Read More
In addition to the associated tax cuts, another benefit to American taxpayers from the TCJA of 2017 was the enactment of federal opportunity zones. According to opportunityzones.hud.gov, “Opportunity Zones are economically distressed communities, defined by individual census tract, nominated by America’s governors, and certified by the U.S. Secretary … Read More
Not sure if the stock you’re invested in is QSBS, learn more about our QSBS Monitoring Platform Simple Agreements for Future Equity, otherwise known as SAFEs, exist thanks to the startup accelerator Y-Combinator’s 2013 innovation. With a SAFE, an investor makes a cash investment in a company, but the … Read More
Colorado is on the precipice of the state’s biggest tax reform in many years. The state’s House of Representatives recently approved two major bills comprising a “tax fairness” initiative. The bill will provide increased tax benefits for low-income workers and families and will include a cut back on … Read More
Robinhood Markets is entering the IPO business, just a month before the company’s own anticipated debut on the stock market. The popular financial service app is known for providing commission-free trading for stocks and exchange-traded funds (ETFs). Robinhood is expanding its offerings with a new platform that … Read More
The influence of social media seems to have infiltrated every corner of society—including the stock market. In the past week, the S&P 500 (a popular index of the largest companies listed on U.S. stock exchanges) has been trading close to record highs, partly catalyzed by what are … Read More