Thought Leadership

Business Financial Report on Desk

Small Business, Big Savings: QSBS Tax Exclusion

Would you like to invest in a small business and cash out your gains, five years later, completely tax-free? It’s possible. Venture capital (VC) fund managers and other investors should look for Qualified Small Business Stock (QSBS), which can qualify for significant tax benefits under Section 1202…

Learn More


Rolling Back Dodd-Frank, Piece by Piece

On the campaign trail, President Trump promised to “do a big number” on the postcrisis Wall Street reforms. So far, he’s signed a bill easing Dodd-Frank-Act-mandated supervision of small and midsize banks.

Learn More