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Tax Free Investment Income: Planning with QSBS and Other Structuring Tools

TAX FREE INVESTMENT INCOME: PLANNING WITH QSBS AND OTHER STRUCTURING TOOLS

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 18, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelIntermediate
Course Description

When forming and owning businesses, choices made early on will create different tax implications for later company acquisitions. In this webinar, attendees will learn how many companies are structured in ways to allow investors to receive tax advantaged or tax-free returns on their investments.

This webinar will discuss the various tax aspects related to entity choice and ownership structure including stories about success and failure as companies grow, and cover tax differences between asset and share acquisition. We will cover how to utilize qualified small business stock (QSBS) for $10 million+ in tax free gains along with effects of foreign ownership and the 50% tax difference for sales. We will also cover why exit planning should be established early in a company's growth.

Learning Objectives:


  • Identify the short and long term tax implications surrounding business entity selection and ownership structure

  • Evaluate how to use qualified small business stock to create tax free gains and dispel misinformation about the use of QSBS

  • Recognize the importance of establishing an exit plan early in a company's growth

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Crystal Stranger holds a Juris Doctor of Law degree, is an Enrolled Agent (EA), EOS Integrator, and Senior Tax Director and CEO of OpticTax.com. Bringing over 20 years of finance, accounting, and leadership experience she enjoys helping startups stay focused on the big picture objective while maintaining an eye to the details and performing realistic risk assessments.

About Our Presenter

Optictax whitebg
At Optic Tax, we are revolutionizing the realm of financial services, crafting unique strategies that go beyond traditional tax solutions. Our commitment is to understand and enhance your financial vision. What sets us apart: Tailored Solutions for precision in addressing your needs, Expert Guidance backed by years of experience, Innovation embracing cutting-edge technologies, and a Client-Centric Approach where your success is our priority. Explore our comprehensive range of services at OpticTax.com and shape your financial future with a personalized and innovative approach to success. Choose Optic Tax for tax strategies that give you 20/20 vision.