NY TECH-WEEK 2024 RSVP
June 5th 10:00-12:00
Tax-Free Startup Investing
This session will discuss how venture funds and startups can organize themselves such that the exits can be tax free for their investors and themselves.
There are two separate provisions in the US tax law that allow for tax free gains upon exit: The Opportunity Zone Program and the Qualified Small Business Stock.
An expert on each of these will present an brief overview of how to use the tax incentives and where to find out more information about them.
NOTE: This is not a detailed tax session but a high level overview of these programs with resources on how to learn more.
The Pearl Fund will also have a few portfolio companies describe how using both these programs has helped them be more attractive investment to their investors and a overview of Morgan Stanley Marathone group’s cash management solutions for funds and startups.
This session is for investors, fund managers, startup attorneys, startups accountants & founder/CEOs of early stage companies.
Space is limited and registration & approval is required
Sponsored by:
The Pearl Fund, Morgan Stanley, QSBS Experts and WeWork