Only C-Corporations can qualify to issue Qualified Small Business Stock (QSBS) per Section 1202. C-Corporations or “C-Corps” are legal entities in which the owners or shareholders are taxed separately from the entity. C-Corps are taxed on their income before paying out earnings in the form of dividends to … Read More
Not sure if the stock you’re invested in is QSBS, learn more about our QSBS Monitoring Platform The majority of states do allow the QSBS tax exclusion on a state income tax level, but there are some nuances between them. Generally, the three ways that states treat the … Read More
On January 24, 1963, John F. Kennedy quotes, “The tax on capital gains directly affects investment decisions, the mobility and flow of risk capital from static to more dynamic situations, the ease or difficulty experienced by new ventures in obtaining capital, and thereby the strength and potential … Read More
The startup ecosystem and investment landscape are ever-evolving. As new questions develop, the answers and solutions are not far behind. In a new monthly series, the QSBS Expert team will be providing insight into these pressing questions in the highly nuanced realm of QSBS.QSBS Question of the … Read More
The implementation of advanced planning strategies is to: (1) reduce or eliminate capital gains tax; (2) reduce future estate tax; and (3) increase asset protection from creditors and lawsuits should be on every founder, owner, and investor’s mind. All strategies revolve around time and the amount of equity … Read More
The implementation of advanced planning strategies to: (1) reduce or eliminate capital gains tax; (2) reduce future estate tax; and (3) increase asset protection from creditors and lawsuits should be on every founder, owner, and investor’s mind. All strategies revolve around time and the amount of equity … Read More
The implementation of advanced planning strategies to: (1) reduce or eliminate capital gains tax; (2) reduce future estate tax; and (3) increase asset protection from creditors and lawsuits should be on every founder, owner, and investor’s mind. All strategies revolve around time and the amount of equity … Read More
The implementation of advanced planning strategies to: (1) reduce or eliminate capital gains tax; (2) reduce future estate tax; and (3) increase asset protection from creditors and lawsuits should be on every founder, owner, and investor’s mind. All strategies revolve around time and the amount of equity … Read More
The implementation of advanced planning strategies to: (1) reduce or eliminate capital gains tax; (2) reduce future estate tax; and (3) increase asset protection from creditors and lawsuits should be on every founder, owner, and investor’s mind. All strategies revolve around time and the amount of equity … Read More
We’re proud to share Tax Notes profile of CapGains Inc.’s co-founder, Jonathan Fish, in its October 13, 2025 issue. In “CapGains Inc. — The Startup Born From a Tax Code Section,” attorney and journalist Philip Wolf interviews Jonathan about how CapGains is using technology and deep tax expertise … Read More