The Complete Guide to QSBS & Section 1202
Everything founders, investors and advisors need to know about Qualified Small Business Stock — from qualification to exit planning. Updated for the 2025 OBBBA changes.
Read the Guide →Navigate Washington’s new 9.9% income tax, optimize QSBS, and structure exits efficiently. 25+ years advising startups.
Everything founders, investors and advisors need to know about Qualified Small Business Stock — from qualification to exit planning. Updated for the 2025 OBBBA changes.
Read the Guide →A comprehensive guide to how Washington state taxes affect startups, founders and investors — including the capital gains tax, proposed legislation and QSBS conformity.
Read the Guide →The SEC just clarified that when you acquire another company, their Rule 701 equity grants get stacked onto yours for purposes of the $10 million disclosure threshold. If you're a private company doing M&A, this is a diligence item you can't afford to miss.
Governor Ferguson signed SHB 1155, banning nearly all noncompete agreements in Washington effective June 30, 2027. Here's what changed, what employers need to do, and the key deadlines you can't miss.
Administering a stock option plan correctly is one of the most compliance-intensive things an early-stage company does. Get it wrong and you risk SEC exposure, delayed financings, and blown exits. Here's what you need to stay on top of — and when.
Washington is moving from a no-income-tax state to a 9.9% tax on income over $1 million in 2028. Here is what high earners need to do now.
Washington's millionaires' tax (ESSB 6346 / HB 2724) is projected to raise around $3.2B. History suggests revenues underperform once migration, timing, and income-shifting responses kick in—we expect closer to $2B.