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How to pay less taxes on your startup shares (AKA: What's QSBS?)

Carta
18.4K subscribers
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2.5K views 1 year ago
QSBS explained: In this episode of Startup Essentials by Carta, we break down all the basics that founders, employees, and investors need to know about QSBS (Qualified Small Business Stock) — a federal tax exclusion that could provide an enormous tax break when selling shares of a company. 🔗 Use our free QSBS calculator: https://z.carta.com/4aQEhSU 🔗 Learn more about how QSBS works (and download our free QSBS ebook and checklist!): https://z.carta.com/3vNDdQS 🔍 What this lesson covers: • What QSBS (Qualified Small Business Stock) is • Qualification: Companies and individual shareholders • How to become disqualified for QSBS • Ownership and timing components of QSBS • Questions to ask your company • How to get advice and support TIMECODES 00:00 Introduction 01:37 What is QSBS? 03:53 How can a company qualify for QSBS? 05:17 Disqualification 07:21 How can a shareholder qualify for QSBS? 09:25 Why QSBS rules are hard to follow 10:30 QSBS ad …...more
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How to pay less taxes on your startup shares (AKA: What's QSBS?)
82Likes
2,533Views
2024Apr 11
QSBS explained: In this episode of Startup Essentials by Carta, we break down all the basics that founders, employees, and investors need to know about QSBS (Qualified Small Business Stock) — a federal tax exclusion that could provide an enormous tax break when selling shares of a company. 🔗 Use our free QSBS calculator: https://z.carta.com/4aQEhSU 🔗 Learn more about how QSBS works (and download our free QSBS ebook and checklist!): https://z.carta.com/3vNDdQS 🔍 What this lesson covers: • What QSBS (Qualified Small Business Stock) is • Qualification: Companies and individual shareholders • How to become disqualified for QSBS • Ownership and timing components of QSBS • Questions to ask your company • How to get advice and support TIMECODES 00:00 Introduction 01:37 What is QSBS? 03:53 How can a company qualify for QSBS? 05:17 Disqualification 07:21 How can a shareholder qualify for QSBS? 09:25 Why QSBS rules are hard to follow 10:30 QSBS advisors and support DISCLOSURE: This communication contains general information only and eShares, Inc. dba Carta, Inc. (“Carta”) is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This communication is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. Before making any decision or taking any action that may affect your business or interests, you should consult a qualified professional advisor. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein.

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Carta

18.4K subscribers