QSBS Investor Breakfast
🚀 Calling all VC fund managers and angel investors! Maximize your returns and protect your profits with expert tax optimization strategies. Don't leave money on the table – failing to apply for QSBS could cost you a whopping $10MM+ in potential savings! 💸
Join us for an exclusive breakfast discussion led by industry leaders, where you'll gain invaluable insights into:
🔍 Understanding Qualified Small Business Stock (QSBS) and its game-changing benefits.
💡 Unveiling the secrets of QSBS tax treatment and how it can slash your tax bill.
📝 Navigating the intricate QSBS eligibility criteria for shareholders and investors.
❌ Avoiding common pitfalls that could disqualify your QSBS status.
💼 Mastering the integration of QSBS into Investor Rights Agreements for maximum advantage.
Seize this opportunity to learn from the best and supercharge your portfolio's tax efficiency! 💰💼 Don't miss out – reserve your spot now!
Leading our panel will be Scott Smedresman, Partner at Brown Rudnick.
About Brown Rudnick
Scott Smedresman is a partner in the Firm’s Corporate Practice Group and co-chair of the Global Technology group. Scott represents early- and growth-stage technology companies throughout their lifecycles, and represents lead venture and private equity investors in pre-seed through pre-IPO investments.
About Citizens
Citizens Private Bank provides holistic, high-touch client service to venture capital, startups, and private equity firms.
We are a trusted partner to established venture capital funds & emerging managers, founders, LP's and corporates for Citizens Private Bank. We offer tailored financial solutions and expert guidance. With a rich legacy of supporting innovation and entrepreneurship, we specialize in providing comprehensive banking services to meet the unique needs of the innovation economy.
To learn more about how we work with the above groups reach out to: theron.mccollough@citizensbank.com