K9 Ventures

MARCH 23, 2011

The convertible note was really intended as an instrument for a “bridge financing” – when an equity round was imminent, and likely to occur, but the company needed some money in between. In that case, it made good sense to have a debt instrument, where the note holder then converted into equity when the financing occurred.

Pre-Money Valuation 132

Pre-Money Valuation Valuation Equity Liquidation Preference 132

Startup Company Lawyer

MAY 13, 2009

The budget proposal would modify IRC Section 1202 to provide for a complete exemption from capital gains tax for qualified small business stock issued after February 17, 2009 and held for five years, and the amount excluded would not be added back for alternative minimum tax purposes. Current Law. Reasons for Change.

Capital Gains 47

Capital Gains Stock Small Business Redemption 47

Scott Edward Walker

APRIL 9, 2012

Introduction We are in the golden age of seed financing. Venture capital funds, seed funds, super angels, angel groups, incubators, and “friends and family” are all playing the seed financing game and investing early in startups in an attempt to land the next Facebook. What is a Convertible Note? price the round).

Preferred Stock 87

Preferred Stock Finance Common Stock Liquidation Preference 87

The Startup Magazine

MAY 4, 2023

After all, navigating through State, Federal, income, corporate, and sales taxes is no cakewalk. Sole proprietors and partnerships only have to pay tax on their income, waiving off the corporate and sales tax from their financials. These costs include capital gains, investment returns, and retirement proceeds.

Small Business 157

Small Business .Net Retention Employee 157

The Startup Magazine

JUNE 24, 2024

This can be particularly useful in managing capital gains taxes. However, it’s important to be aware of the “wash-sale rule,” which prevents taxpayers from claiming a tax deduction for a security sold at a loss if a substantially identical security is purchased within 30 days before or after the sale.

Harvest 147

Harvest Capital Gains Security Cost 147

Startup Company Lawyer

JULY 20, 2009

Incorporating a company and demonstrating that it is a “real&# business with sufficient capital is typically a prerequisite to a visa application. Starting capital gains holding period in the event of a stock sale. per share.

IP 67

IP Stock Options Preferred Stock Capital Gains 67

Growthink Blog

JUNE 18, 2014

Almost every day comes barely able to believe valuations on technology company financings, acquisitions, and public offerings. And when asset values go up, when purchase and sales transactions occur that result in huge capital gains, when people are working and earning good wages, Tax Receipts increase too.

Accredited Investor 78

Accredited Investor Private Equity United States Valuation 78

www.payne.org

SEPTEMBER 22, 2011

Companies raise money by selling new stock after the board of directors authorizes the sale to investors. Owning the stock has a potentially significant tax advantage: it starts the timer for long-term capital gains. Your 25,000 shares are now worth $250,000 and you only have to pay long-term capital gains tax when you sell.

Equity 56

Equity Employee Vesting Preferred Stock 56

YoungUpstarts

APRIL 11, 2018

In 2015, CNBC and the Financial Planning Association conducted a survey, which concluded that 78 percent of small-business owners planned on selling their own businesses so that they had the finances to be able to retire. The sale price of the company needs to account for that equity.

Small Business 160

Small Business Equity Denver Capital Gains 160

Up and Running

APRIL 29, 2014

This is important because it means you should be tracking your sales and profitability all year long, and determining that your business has extra cash to spend as early in the year as possible, so you can plan for how to spend it in the most tax-efficient way possible. The last one here is your long-term capital gain.

.Net 85

.Net Capital Gains Distribution Puerto Rico 85