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Understanding the IRC 1202 Gain Exclusion
Internal Revenue Codes Section (IRC) 1202, also known as the Qualified Small Business Stock (QSBS) provision, is a tax incentive designed to encourage investment in small businesses. It offers significant tax benefits to investors who hold eligible stock in qualified...
What Drives Innovation?
Modern welfare states need economic growth to keep their show on the road. The ever-rising costs of pensions, of health care and of maintaining crumbling infrastructure all necessitate rising tax revenues. And rising tax revenues typically depend on economic growth....
UPREIT with a DST
A Delaware Statutory Trust (DST) can play a crucial role in an UPREIT (Umbrella Partnership Real Estate Investment Trust) transaction, providing a structured way for property owners to defer capital gains taxes and participate in larger, diversified real estate...
1031 Exchange: Deferring Capital Gains Taxes on Investment Properties
A 1031 exchange allows investors to defer paying capital gains taxes on the sale of investment properties, provided they reinvest the proceeds into another "like-kind" property. The term "like-kind" is expansive, covering various types of real estate, from residential...
Real Estate in Context of the Barbell Portfolio
A 90/10 barbell portfolio allocation refers to an investment strategy where the portfolio is divided into two extreme allocations: 90% in low-risk, defensive assets and 10% in high-risk, potentially high-return assets. This approach aims to achieve a balance between...
How to Close a California Business
Business entities doing or transacting business in California or registered with the California Secretary of State (SOS) can dissolve, surrender, or cancel when they cease operations in California and need to terminate their legal existence. Domestic corporations...
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