Cowtown Angels Smartvest: How Angels can save capital gains using QSBS

​Join us for an exclusive Smartvest presentation where we'll explore how savvy angel investors can leverage Qualified Small Business Stock (QSBS, IRS section 1202) to substantially reduce their capital gains tax burden following successful exits. This event is open to members and potential guests of Cowtown Angels.

​While QSBS has been a valuable tax strategy for decades, recent OBBBA modifications have created even more compelling opportunities for investors, founders, and early-stage employees in the startup ecosystem.

​During this session, we'll examine the strategic advantages available to angel investors, including the potential to exclude up capital gains from federal taxation after a liquidity event. We'll also provide practical guidance on qualifying for QSBS benefits across different investment structures, whether you're investing through direct equity stakes, SAFEs, convertible notes, or participating in sidecar funds.

​Most importantly, we'll highlight the critical compliance requirements and common missteps that could jeopardize your QSBS eligibility, thereby ensuring that you can confidently structure your investments to maximize these substantial tax advantages.