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Ankur Nagpal, startup equity expert, shares strategies for maximizing the value of your startup equity. They discuss QSBS, Charitable Remainder Trusts, and the impact of co-founders on equity value.
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Quick takeaways
- Understanding the benefits of Qualified Small Business Stock (QSBS) can greatly impact the value of a founder's equity by providing a tax exemption on up to $10 million in gains when selling shares.
- Optimizing QSBS benefits through strategies such as QSBS stacking and setting up trusts can further increase the value of a founder's equity, as long as these tactics are within legal boundaries and not seen as abusing the tax system.
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Understanding QSBS and its Benefits for Startup Founders
One of the most important aspects of maximizing startup equity is understanding the benefits of Qualified Small Business Stock (QSBS). QSBS provides a tax exemption that allows founders to pay no federal taxes on up to $10 million in gains when they sell their shares. Additionally, in certain states like New York, no state taxes are required. This generous tax break can make a significant difference in the value of a founder's equity. To qualify for QSBS, the company must be structured as a C corporation. Founders should be cautious not to accidentally mess up their QSBS status, which can occur by not properly structuring the company or conducting a large buyback of shares. Taking advantage of QSBS can highly impact the overall value of a founder's equity and should be considered early on.
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