March 19, 2013

Tax Benefits and Issues for Investment in Qualified Small Business Stock

Keiretsu Forum

March 19, 2013

Presented in conjunction with Hanson Bridgett

Tracy Hom, in conjunction with Fred Weil and Christopher Karachale from Hanson Bridgett, was pleased to present on Qualified Small Business Stock (“QSBS”) tax benefits to various members of the Keiretsu Forum, an international group of accredited angel investors, on March 13, 2013. The presentation focused on explanations regarding the intricacies and complexities related to the qualifications required to be considered QSBS, the tax benefits related to QSBS stock, and issues related to current California law.

“In light of rising tax rates on capital gains, including the new 3.8% medicare surcharge on investment gains, the qualified small business stock provisions have become infinitely more valuable to investors today, “ explained Tracy. “This is a provision that you want to be sure to plan for well in advance – it requires tracking, monitoring and a clear understanding of the tax law once a liquidity event occurs to ensure you get the maximum tax benefits.”

If you have any questions regarding QSBS stock, we welcome the opportunity to speak with you. Please contact us for more information.