qualified small business

Fintech and Insurtech Companies May be Qualified Small Businesses

Why Fintech and Insurtech Companies Should Look Into Qualified Small Business Stocks Buying qualified small business stock (QSBS) makes for a key part of a robust investment strategy because it facilitates a capital gains tax exclusion. The concept is simple; if you invest in a qualified small business, … Read More

venture capitalist

Venture Capitalist Chimes in on Capital Gains Tax Increase

The Rise of Capital Gains Tax Rates President Biden’s tax proposal raises the top rate on long-term capital gains from 20% to 39.6%. This material increase affects those in the highest tax brackets – households earning more than $1 million. The increase wouldn’t apply to tax-deferred accounts, such … Read More

small business stock

What is Section 1202 Small Business Stock?

According to section 1202 of the internal revenue code (IRC), “the term ‘qualified small business stock’ means any stock in a C corporation which is originally  issued  after the date of the enactment of the Revenue Reconciliation Act of 1993 if (A) as of the date of … Read More

1045 exchange

What is a 1045 Exchange?

Not sure if the stock you’re invested in is QSBS, learn more about our QSBS Monitoring Platform Section 1045 of the tax code defines how to perform a qualified rollover of Qualified Small Business Stock, or QSBS. Here are the basics of QSBS. A business must meet three qualifications to … Read More

Commercial Exec

The Company You’ll Join The CapGains platform improves access to tax incentives by increasing the transparency of the information necessary to claim them. Opening data access helps entrepreneurs and their earliest supporters, investors, employees and other stakeholders manage, monitor and ultimately benefit from tax savings designed to spur … Read More

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