Solutions, CapGains

Harness the Power of QSBS, Opportunity Zones, Capital Losses, and other lucrative tax incentives.

The CapGains Platform, for Founders & Investors

Join the hundreds of companies

We’ve helped unlock

$10M+ in gains.

AS SEEN IN:

Proactively managing your compliance

Capital gains from your company could be tax free!

The CapGains Platform helps proactively manage your Company’s eligibility for certain tax incentives. Our process and approach are purpose-built to fulfill ongoing eligibility requirements, which are stipulated by powerful sections of the tax code:

Qualified Small Business Stock – which exempts early shareholders of small business from capital gains tax provided the business is compliant for substantially all of the taxpayers holding period.

Qualified Opportunity Zone Businesses – provide preferential tax treatment to shareholders of companies within specified economically distressed regions of the country provided eligibility criteria are continuously met.

Section 1244 Losses – facilitates the deduction of small business capital losses provided certain conditions are met, including the continuous holding of the shares in the private markets

Why CapGains?

Today’s small businesses power tomorrow’s economy.

The US Government wants to reward these risk-seeking and job-creating entrepreneurs and investors with incentives which exempt them (and other early shareholders) from various state and federal taxes. However, without the tools and resources to properly manage the endless pitfalls and tripwires which jeopardize eligibility, these powerful exemptions can be lost.

The CapGains Platform:

Platform Setup Assessment

Adaptive questions cover hundreds of permutations and gear the platform towards your specific business, product, and market context.

Ongoing Monitoring

Contemporaneously record compliance, flag potential matters, and identify remediation measures in real time.

Tripwire Analysis

Identifies tripwires and hazards which may jeopardize eligibility.

Claim Exemption Confidently

Provide your shareholders with the support they need to claim tax exemptions confidently.

Our Process

STEP 1

Join our free Platform to establish a baseline of QSBS eligibility.
STEP 2

The resulting personalized report provides a roadmap to maintain QSB status.
STEP 3

Optional upgrades provide additional support, clarity, & peace of mind when tripwires are encountered.
STEP 4

Upon exit, individual shareholder analyses are available to bolster QSBS confidence around eligibility.
STEP 5

Confidently claim the tax exemptions you have earned!

STEP 1

Join our free Platform to establish a baseline of QSBS eligibility.

STEP 2

The resulting personalized report provides a roadmap to maintain QSB status.

STEP 3

Optional upgrades provide additional support, clarity, & peace of mind when tripwires are encountered.

STEP 4

Upon exit, individual shareholder analyses are available to bolster QSBS confidence around eligibility.

STEP 5

Confidently claim the tax exemptions you have earned!