Search Results for: what is qsbs
Shareholder Eligibility Quiz
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March 2022 Q&A
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
IRS Guidance Methods
IRS’s Different Guidance Forms There are different forms of communication the Chief Counsel can use in order to relay tax guidance to individuals. These forms of communication, which can be interpreted in a highest to lowest authoritative level, can be: RegulationsIssued by the Internal Revenue Service (IRS) and Treasury … Read More
February 2022 Q&A
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. Tax season is in … Read More
Attorney Christopher Karachale Details The Recent IRS Chief Counsel Memo on “Brokerage Services”
The vagueness of the “Qualified Trade or Business” exceptions listed in Section 1202(e)(3) have troubled “would be” QSBS shareholders and their advisors since the QSBS regulations were first introduced. Additional guidance has mostly come in the way of Private Letter Rulings, the latest of which (PLR 202114002) … Read More
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The Growth of Crowdfunding
Crowdfunding has significantly impacted the startup marketplace over the last several years, and there are no signs of its influence slowing down. Crowdfunding has grown into a top-of-the-list mode of equity investing. Equity crowdfunding has become a popular means for startups to share their company name, mission, … Read More
Will New Jersey’s Senators continue to support BBBA amidst State Senate passing Capital Gains Deduction Bill?
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
The Value of Startup Funding for HNW Investors
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