October 15, 2024 | Publications

This article considers whether there is a role for a self-directed Roth IRA when structuring the own...

September 30, 2024 | Blogs

Section 1202 provides for a substantial exclusion of gain from federal income taxes when stockholder...

September 4, 2024 | Publications

This article is one in a series of articles and blogs addressing planning issues relating to qualifi...

July 22, 2024 | Tax Law Defined™ Blog

Section 1202 provides for a substantial exclusion of gain from federal income taxes if a stockholder...

April 25, 2024 | Blogs

Stockholders must satisfy several eligibility requirements before they can claim Section 1202’s ge...

April 16, 2024 | Publications

The Simple Agreement for Future Equity (SAFE) was introduced in 2013 on the startup accelerator Y Co...

April 12, 2024 | Blogs

The Simple Agreement for Future Equity (SAFE) was introduced in 2013 by startup accelerator Y Combin...

March 19, 2024 | Blogs

Section 1202 provides for a substantial exclusion of taxable gain from federal income taxes when sto...

January 17, 2024 | Blogs

The combination of the 21% corporate federal income tax rate and the possibility of qualifying for S...

October 26, 2023 | Tax Law Defined™ Blog

Section 1202 provides for a substantial exclusion of gain from federal income taxes when stockholder...