On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law, introducing the most substantial new 2025 QSBS tax changes since 2010. These new 2025 QSBS
Update (July 2025): The Senate’s QSBS tax proposal has officially been signed into law as part of the One Big Beautiful Bill Act, ushering in major changes to Section 1202.
This article provides a more comprehensive and enriched perspective, expanding upon the original piece authored by our co-founder, Peyton Carr. Initially published in Barron’s on December 11, 2023. The
As an entrepreneur, you launched your business to generate value. Not only for your customers but also for yourself. Amid your busy schedule, if personal wealth is a priority, the
Donor-advised funds (DAFs) are one of the the most effective philanthropic tools for entrepreneurs looking to offset taxes, particularly in high-income years due to an exit or liquidity event. These
To access the exceptional tax advantages offered through QSBS, both companies issuing stock and individual shareholders must navigate a set of specific conditions. The QSBS rules are precise and failing
This article was originally published on November 8, 2021 on TechCrunch.com. Written by Peyton Carr. The tax code includes provisions designed to encourage innovation and entrepreneurial risk-taking, particularly in the
The IRS has recently announced the tax brackets and inflation adjustments for the 2025 tax year. These changes reflect a more modest increase compared to previous years, with adjustments of
As the year draws to a close, it’s important to explore tax planning strategies to effectively manage your tax liability and bill. We’ve highlighted several planning topics that we discuss
With Donald Trump assuming the presidency, many have inquired about potential changes to the tax landscape. While specific policies will require congressional approval, here’s an overview of what we may
As we move through the year, it’s important to understand the details of the gift tax and the tax-free gift limit in 2024 for effective wealth sharing with loved ones.
Navigating the tax landscape for startup founders and investors is complex. However, the Section 1202 gain exclusion provides a significant benefit: excluding gains from the sale of Qualified Small Business
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