Skip to Main Content. Skip to Search Results.

Filter by:
    Several chess pieces are arranged on a reflective surface, with a prominent king piece in focus and a bright, abstract background.
    Navigating Section 1202’s Redemption (Anti-churning) Rules

    September 30, 2024 | Blogs

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

    merger and acquisition business concept, join company on puzzle pieces, 3d rendering
    Dealing with Excess Accumulated Earnings in a Qualified Small Business – A Section 1202 Planning G...

    September 4, 2024 | Publications

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

    Reducing, removing or overcome financial barrier, financial concept : US dollar bag on a maze puzzle. The image depicting a situation how to overcome financial difficulties and avoid a financial distress.
    Section 1202 (QSBS) Planning for Sales, Redemptions and Liquidations

    July 22, 2024 | Tax Law Defined™ Blog

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

    high contrast image of casino roulette in motion
    Can Stockholders of Employee Leasing or Staffing Companies Claim Section 1202’s Gain Exclusion?

    April 25, 2024 | Blogs

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

    Person analyzing the market trends on a digital screen
    Guide to the Federal Income Tax Treatment of SAFEs

    April 16, 2024 | Publications

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

    An arrow, photographed with a very shallow depth of field, sits on top of an old map lined with compass lines and navigational aids.
    How to Use SAFE Preferred Stock in Early Funding Rounds

    April 12, 2024 | Blogs

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

    Chess pieces standing on the stacked coins.
    Venture Studios and Qualified Small Business Stock

    March 19, 2024 | Blogs

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

    A pile of scattered US hundred-dollar bills.
    Maximizing Section 1202’s Gain Exclusion

    January 17, 2024 | Blogs

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

    Golden chess pieces on a digital display with abstract financial charts and graphs
    Conversions, Reorganizations, Recapitalizations, Exchanges and Stock Splits Involving Qualified Smal...

    October 26, 2023 | Tax Law Defined™ Blog

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

    Macro view of book pages. Open book, white sheets on dark black background. Education background, copy space
    Introducing the QSBS Guidebook for Family Offices and Private Equity Firms

    October 12, 2023 | Blogs

    The combination of the 21% corporate income tax rate and the possibility of qualifying for Section 1...

    Enter a search term or select a content category to begin. Search term must include 2 or more characters.

    Insights (10)