Startups
QSBS Under Section 1202: What OBBBA Changed and Why Your Issuance Date Is Everything
TL;DR: If you hold stock in a qualified small business, a domestic C-corp startup, typically, Section 1202 of the tax code can let you sell that stock and pay zero federal tax on some or all of the...
Jeff Barnes, MBA··11 min read
Angel Investing
QSBS Section 1202: The $15 Million Tax-Free Benefit Angel Investors Keep Ignoring
Internal Revenue Code Section 1202 is the most underused tax benefit in angel investing. It allows you to exclude up to $15 million in capital gains from federal income tax when you sell qualifying...
Jeff Barnes, MBA··6 min read