Navigating Startup Investing Taxes: What Every Investor Should Know
Discover the essential tax implications of startup investing, including benefits, deductions, and the impact of investment exits and failures. Learn t…
Category: Taxes
Our Response to the SEC’s Proposed Rules to the Exempt Offering Framework
In March 2020, the SEC proposed rules to simplify, harmonize, and improve the exempt offering framework, including Reg CF. Here are our thoughts on th…
LLC to C Corporation Conversions – Tax Consequences for Investors
I had my first LLC investment decide to convert to a C Corporation in 2019. Today's post will cover my personal experience handling that conversion an…
Three Ways the U.S. Gives Tax Relief for Investing in Startups
While startups are very risky, the U.S. provides three key tax benefits for startup investors to make early-stage investments more enticing. Learn all…
The Five Tax Questions Every Startup Investor Should Answer
Taxes are generally the last thing on the minds of most startup investors. Find out some of the key tax implications of investing in startups.
The Reason You Should Record Your Crowdfunding Investment Fees
Are you keeping track of investment fees each time you make a crowdfunding investment? We discuss the potential tax savings of keeping track of invest…
State Tax Credits for Startup Investors and Angels
While there are numerous federal tax credits for startup investors, additional tax benefits may exist at the state level for qualifying angel investor…
LLC vs C Corporation Investments – Tax Implications of Business Type
A very important but often overlooked aspect of investing in the private markets is how the type of business - LLC vs. C Corporation - can impact taxe…