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Jay Shepulski to Lead Private Equity Practice at Withum

Withum

Shepulski has developed an impressive catalog of relationships with industry-leading attorneys and underwriters in the space and specializes in leading engagements that provide consulting, audit and tax services to middle-market companies and investment firms across various industry sectors.

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IRS Issues Favorable QSBS Tax Ruling for Businesses

Withum

Both limitations apply on a per-issuer and per-taxpayer basis, and while the exclusion is limited to the greater of the two rules, in practice, the $10 million rule is most often the limiting factor in start-up ventures. Business Tax Services. This article was originally published by Daniel Mayo in Forbes on June 1, 2022.

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I Sold My Small Business Stock After 4½ Years – Can I Qualify for the QSBS Exclusion?

Withum

Both limitations apply on a per-issuer and per-taxpayer basis, and while the rules limit the exclusion to the greater of the two rules, in practice, the $10 million rule is most often the limiting factor in start-up ventures. Business Tax Services. Contact Us.

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R&D Tax Credits – Important Things to Know

MyIRSRelief

Lately, there has been a lot of talk surrounding R&D tax credits, and how they can potentially benefit large and small companies alike, regardless of which industry you happen to be involved in. Can start-ups still benefit? Despite this however, they can still benefit.

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How To Receive A Qualified Small Business Stock Tax Exclusion On A Secondary Sale Of Stock

Withum

Raising capital is a normal part of the lifecycle of a start-up business. If you have any questions please contact a member of our business tax team. Business Tax Services. The post How To Receive A Qualified Small Business Stock Tax Exclusion On A Secondary Sale Of Stock appeared first on Withum.

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IRS Grants a “Do Over” to a Taxpayer Engaging in a Qualified Rollover

Withum

Both of these limitations apply on a per-issuer and per-taxpayer basis, and while the exclusion is limited to the greater of the two rules, in practice, the $10 million rule is most often the limiting factor in start-up ventures. For more information on this topic, please contact a member of Withum’s Business Tax Services Team.

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Five signs you’re ready to be your own boss

ThomsonReuters

While it’s certainly not a requirement for starting your own firm, it can be a great foundation to build from if you have the knowledge, experience and relationships. As the owner of Wood CPA, Angie brings a unique value above and beyond tax preparation with a specialty in not only tax services, but in business advisory and accounting.