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QSBS Limits Raised

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31–35 of 35 posts

Re: QSBS Limits Raised

#31
post #3

So it applies to a situation when you hold stock of a company that's large enough to issue stock, but is, and has always been, small enough to never have more than $50M in assets, and you must hold the stock for at least 5 years. How common is that?

The requirement was only that you acquired the stock when the company has less than $50M (now $75M) in assets. If the company now has $1B in assets, you still get the tax exclusion up to the limit on stock that was purchased back when the company was small. It specifically advantages investment in small companies that then turn into large companies.

not exactly. you have to acquire the stock at a time before the assets ever exceeded $50M. If the balance sheet is $51M and then goes down to $49M and then you exercise, you are not QSBS eligible.

it's that ever part that the GP got confused about. the company assets have to have never exceeded $50M before you acquire the stock, not just at the time you acquire it.

Re: QSBS Limits Raised

#33
post #10

When I sold some shares in my company, it sure was nice to not pay any taxes thanks to QSBS. But it’s sort of an absurd handout to rich people — I have a hard time believing investment money would flee the US if early stage investors/founders had to pay long term cap gains on their first $10M of gains (after all, we’d still have carried interest to keep the VCs happy). It’s also already really easy to multiply the li…

It is certainly a handout to rich people, but it does serve a purpose. If you have a choice to invest in a startup vs a more stable investment, the $10M (or now $15M) in tax free gains is a strong incentive to choose the startup investment over something else. And at the end of the day, small businesses usually drive the most innovation, so getting rich people to direct their money into startups instead of big compan…

Having personally invested in 100+ startups I can say the tax benefits are never part of the calculation.

Re: QSBS Limits Raised

#34
post #33
post #10

Earlier quoted context omitted.

It is certainly a handout to rich people, but it does serve a purpose. If you have a choice to invest in a startup vs a more stable investment, the $10M (or now $15M) in tax free gains is a strong incentive to choose the startup investment over something else. And at the end of the day, small businesses usually drive the most innovation, so getting rich people to direct their money into startups instead of big compan…

Having personally invested in 100+ startups I can say the tax benefits are never part of the calculation.

Having invested in 150+ startups myself, I can tell you that it definitely is for me. I would certainly put more of my money into other investments without QSBS.

Re: QSBS Limits Raised

#35
post #33
post #10

Earlier quoted context omitted.

It is certainly a handout to rich people, but it does serve a purpose. If you have a choice to invest in a startup vs a more stable investment, the $10M (or now $15M) in tax free gains is a strong incentive to choose the startup investment over something else. And at the end of the day, small businesses usually drive the most innovation, so getting rich people to direct their money into startups instead of big compan…

Having personally invested in 100+ startups I can say the tax benefits are never part of the calculation.

How would taxes or any other cost not be part of the calculation? That makes no sense.
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