You Bought a SAFE. Who's Protecting Your QSBS?
Angels investing on SAFEs are the most QSBS-exposed investors on the cap table and the least protected. A one-page side letter with an annual certification fixes it.
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The Washington Founder's QSBS Playbook: How to Qualify, Document, and Defend Your §1202 Exclusion
For Washington founders, §1202 is the single most valuable tax provision in the federal code. Here's how to qualify, document, and defend the exclusion across both pre- and post-OBBBA regimes.
Treasury Signals Crackdown on QSBS Trust Stacking: What Founders Should Do Now
Treasury and the IRS are preparing guidance aimed at limiting QSBS trust stacking, per June 29 Wall Street Journal reporting — confirming signals Treasury officials sent in May. Here's where things stand and what founders should do now.
Have You Done Your QSBS Substantiation This Year?
Most founders treat §1202 substantiation as something their lawyer does at exit. By then, the easy substantiation is gone. Here's why it should be an annual practice — and exactly what to do this week.
Washington State Capital Gains Tax: A 2026 Guide for Founders & Investors
Washington's capital gains tax: 7% up to $1M, 9.9% above. Rates, exemptions, QSBS, residency planning, and what changes in 2028.