What is a QSBS LLC Conversion?: How Converting to a C Corporation Works
If you started your company as an LLC and recently learned about qualified small business stock, you probably have one…
Posts by Jordan Peck, CPA
What is a QSBS LLC Conversion?: How Converting to a C Corporation Works
If you started your company as an LLC and recently learned about qualified small business stock, you probably have one big question: “Can my LLC get the QSBS…
R&D Tax Credit Carryback and Carryforward: What Happens to Unused Credits?
If you calculated your R&D tax credit, filed the paperwork, and then discovered you cannot use the entire credit against this year's income tax, we have good…
What Is QSBS Stock? A Plain-English Guide to Qualified Small Business Stock
Wondering what qualified small business stock (QSBS) is, whether it’s something you should pursue, or if the shares you already own might qualify?
R&D Tax Credit Carryback and Carryforward: What Happens to Unused Credits?
If you calculated your R&D tax credit, filed the paperwork, and then discovered you cannot use the entire credit…
What Is QSBS Stock? A Plain-English Guide to Qualified Small Business Stock
Wondering what qualified small business stock (QSBS) is, whether it’s something you should pursue, or if the shares you…
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…
Enterprise-grade tax and bookkeeping for all.
The modern finance stack for serious startups and scale-ups.
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…
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,…
A 2026 Guide to Choosing an R&D Tax Credit Consultant You Can Trust
If your company spends money developing software, improving products, testing new processes, or solving technical…
Texas is Now Cutting Checks for R&D: How to Get Your Refund
Supercharged Credits for Startups and More
Browse all
What is a QSBS LLC Conversion?: How Converting to a C Corporation Works
If you started your company as an LLC and recently learned about qualified small business stock,…
R&D Tax Credit Carryback and Carryforward: What Happens to Unused Credits?
If you calculated your R&D tax credit, filed the paperwork, and then discovered you cannot use the…
Popular
What is a QSBS LLC Conversion?: How Converting to a C Corporation Works
If you started your company as an LLC and recently learned about qualified small business stock, you probably have one big question: “Can…