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    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...

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    User Guide for SAFE Preferred Stock with Examples

    April 12, 2024 | Blogs

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

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    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...

    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 Definedโ„ข Blog

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

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    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...

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    Advanced Section 1202 (QSBS) Planning for S Corporations

    July 3, 2023 | Blogs

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

    Navigating Section 1202โ€™s Redemption (Anti-churning) Rules

    March 10, 2023 | Blogs

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

    Piggy bank divided into seven parts with a dashed line.
    The Intersection Between Equity Compensation Planning and Section 1202

    October 6, 2022 | Blogs

    There are numerous tax and business issues associated with equity compensation planning for employee...

    One golden seat in an empty auditorium surrounded by rows of black seats - QSBS Section 1202 Small Business Tax Exclusion
    A Section 1202 Walkthrough: The Qualified Small Business Stock Gain Exclusion

    September 12, 2022 | Blogs

    Section 1202 allows stockholders to claim a minimum $10 million federal income tax gain exclusion in...

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