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
Regulatory & Compliance
Private Placement Life Insurance (PPLI): The Accredited Investor's Guide to the Wrapper Congress Wants to Close
PPLI wraps hedge funds and private credit in a life insurance policy for tax-deferred growth. Here's how it works, what it costs, and why Congress is targeting it.
Jeff Barnes, MBA··11 min read
Regulatory & Compliance
Donor-Advised Fund vs. Charitable Remainder Trust: Which One Actually Works for Appreciated Alternative Assets
DAFs give an immediate deduction; CRTs pay lifetime income. Here's how each handles illiquid alternative assets, UBTI risk, and appraisal rules.
Jeff Barnes, MBA··11 min read