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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 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...

    The man find and turn on the lightbulb in the maze-shaped brain on the wall, symbolizing big ideas, innovation concepts. (3d render)
    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 1202’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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