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Posts by Jordan Peck, CPA

The Section 1202 Gain Exclusion: How Much You Can Exclude and How to Report It
Tax Free Exit

The Section 1202 Gain Exclusion: How Much You Can Exclude and How to Report It

Selling Qualified Small Business Stock (QSBS) can create a very different federal tax result from an ordinary stock sale. The challenge comes after you know…

Qualified Small Business Stock (QSBS) Requirements: The 2025 Section 1202 Checklist
Tax Free Exit

Qualified Small Business Stock (QSBS) Requirements: The 2025 Section 1202 Checklist

If you own startup stock, “QSBS” can sound like a box you either check or do not check. In reality, Section 1202 eligibility depends on a series of rules that…

R&D Tax Credit Qualified Activities: What Counts (and What Doesn't) in 2026
R&D Tax Credit

R&D Tax Credit Qualified Activities: What Counts (and What Doesn't) in 2026

When companies look at the R&D tax credit, they often start with expenses: engineer salaries, prototype materials, cloud computing costs, or outside…

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