How to Navigate the Tax Side of Early-Stage Investing

​𝗧𝗵𝗲𝗿𝗲’𝘀 𝗮 𝘀𝗲𝗰𝘁𝗶𝗼𝗻 𝗼𝗳 𝘁𝗵𝗲 𝘁𝗮𝘅 𝗰𝗼𝗱𝗲 𝘁𝗵𝗮𝘁 𝗰𝗮𝗻 𝘀𝗮𝘃𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗺𝗶𝗹𝗹𝗶𝗼𝗻𝘀. 𝗛𝗮𝗿𝗱𝗹𝘆 𝗮𝗻𝘆𝗼𝗻𝗲 𝘂𝘀𝗲𝘀 𝗶𝘁.

Join Peter Weiss at Midday Connect as he breaks down what every investor and founder should know about the tax side of early-stage investing — from smart ways to claim big benefits to common mistakes that cost people money.

𝗬𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻 𝗵𝗼𝘄 𝘁𝗼:

✅ Take advantage of Section 1202 (Qualified Small Business Stock) — it’s even better under the new tax bill
✅ Use Section 1244 to soften the blow when an investment goes south
✅ Handle convertible notes the right way and avoid tax surprises

If you’re investing, fundraising, or advising startups, this one’s worth your time.

📅 𝗗𝗮𝘁𝗲: Nov 4, 2025
⏲ 𝗧𝗶𝗺𝗲: 11 AM MT

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𝗔𝗯𝗼𝘂𝘁 𝘁𝗵𝗲 𝗦𝗽𝗲𝗮𝗸𝗲𝗿:

Peter Weiss brings over forty years of experience in finance and management, spanning Wall Street mergers and acquisitions, leveraged buyouts, and business ownership. For the past twenty-five years, he has provided corporate finance consulting, CFO services, and management advice to early-stage, growing, and transforming companies.

With deep technical expertise and practical business insight, Peter helps organizations build strong capital structures and operating plans that balance short-term needs with long-term goals. His work focuses on creating positive cash flow, sustainable growth, and lasting value for founders, teams, and investors.