Tax optimization is easier when
With so much on the line for you and your shareholders, save the last minute agony of having to tell your biggest supporters that their shares are not QSBS eligible. Proactively track and monitor your company’s QSBS and other tax incentive eligibility through the CapGains Platform.
Platform Setup Assessment
Adaptive questions cover hundreds of permutations and gear the platform towards your specific business, product, and market context.
Identifies tripwires and hazards which may jeopardize eligibility.
Contemporaneously record compliance and flag potential matters and identify remediation measures in real time.
Claim Exemption Confidently
Provide your shareholders with the support they need to claim tax exemptions confidently.
CapGains Monitoring = Peace of Mind
The QSBS rules are extensive and often ambiguous. Don’t let confusion or ignorance prevent you from getting the most out of your success.
Why act now?
Today’s small businesses power tomorrow’s economy. Our government wants to reward these business-building entrepreneurs and startup investors with incentives. These incentives exempt many small business stakeholders from capital gains tax and however, without proper management and navigation of the many pitfalls —which jeopardize eligibility—this powerful exemption can be totally lost.
Join our free Platform to establish a baseline of QSBS eligibility.
The resulting personalized report provides a roadmap to maintain QSB status.
Optional upgrades provide additional support, clarity, & peace of mind when tripwires are encountered.
Upon exit, individual shareholder analyses are available to bolster QSBS confidence around eligibility.
Founder friendly. Easy to use. Free to join.
Understand your company’s tax incentive eligible
- No credit card required
- Join the platform
- Begin navigation your company’s Qualified Small Business eligibility.
CORPORATION / ENTITY LEVEL
Ensure QSBS eligibility
PRICING UPON REQUEST
- Continuous support documentation & analysis
- Ongoing & rolling QSBS monitoring
- Annual fee
QSBS Certification / Reporting
PRICING UPON REQUEST
- Exit corporate summary
- Completed in conjunction with our CPA partners
- Individuals: taxpayer summaries
- Companies: company-level corporate summaries