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For entrepreneurs, early employees, and investors in startups, tax planning is not just about maximizing gains; it’s also about reducing liabilities through lawful strategies. One such powerful tool is the Qualified Small Business Stock (QSBS) exclusion, a capital gains tax … href="https://blog.colonialstock.com/qsbs-tax-benefit-explained-eligibility-tax-savings-and-holding-r...

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The One Big Beautiful Bill (OBBB) introduced a wave of new tax-advantaged opportunities for families, small business owners, and investors. From Trump Accounts for kids to expanded childcare credits and revamped Opportunity Zones, there’s plenty to be excited about. But … href="https://blog.colonialstock.com/obbb-explained-how-to-actually-get-the-new-tax-benefits/" target="_b...

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For investors and startup founders alike, the U.S. tax code offers a powerful incentive that often flies under the radar: the Qualified Small Business Stock (QSBS) exemption. This unique provision under Section 1202 of the Internal Revenue Code can allow … href="https://blog.colonialstock.com/qsbs-explained-rules-requirements-and-eligibility/" target="_blank" rel="noopener ug...

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If your SEC submission includes filing fees, your process just gained a new, non‑negotiable step. Beginning July 31, 2025, the Inline XBRL fee tagging exhibit, EX‑FILING FEES, is required for all filers, including operating companies with fee‑bearing registrations and certain … href="https://blog.colonialstock.com/inline-xbrl-fee-exhibit-becomes-mandatory-on-july-31-2025/" ta...

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On August 27, 2025, the Securities and Exchange Commission (SEC) released a new Compliance and Disclosure Interpretation (CD&I) that addresses a question many public companies have asked: What happens when a company loses its Smaller Reporting Company (SRC) status? Does … href="https://blog.colonialstock.com/how-the-secs-cdi-130-05-affects-filer-status-after-smaller-repor...

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