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Shattering Illusions: The Truth Behind Tax-Free Investments in C-Corps

SHATTERING ILLUSIONS: THE TRUTH BEHIND TAX-FREE INVESTMENTS IN C-CORPS

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 1, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This course is designed to demystify the complexities surrounding tax-free investment opportunities within U.S. C-Corporations, with a special focus on Qualified Small Business Stock (QSBS) and the intricacies of tax-free income for foreign shareholders. This course is tailored for investors, financial advisors, tax professionals, and anyone interested in deepening their understanding of the U.S. corporate tax structure and its benefits for domestic and international investors.

By the end of this webinar, attendees will clearly understand how to leverage tax-free investment opportunities in C-Corporations, the potential benefits of QSBS, and how foreign investors can navigate the U.S. tax system to their advantage. Armed with this knowledge, participants will be equipped to make informed investment decisions, advise clients with confidence, and shatter the illusions surrounding tax-free investments in the U.S. corporate sector. 

Learning Objectives:


  • Identify the fundamentals of C-Corporations and their distinct tax benefits, encompassing an overview of the U.S. corporate tax environment

  • Determine the criteria and eligibility for QSBS investments exploring the potential for 100% gain exclusion under Section 1202 of the Internal Revenue Code

  • Recognize the conditions for foreign shareholders to access tax-free income including constraints and opportunities outlined in U.S. tax legislation

  • Describe real-world case studies showcasing successful tax-free investment tactics in C-Corporations that provide actionable insights and strategies

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Crystal Stranger holds a Juris Doctor of Law degree, is an Enrolled Agent (EA), EOS Integrator, and Senior Tax Director and CEO of OpticTax.com. Bringing over 20 years of finance, accounting, and leadership experience she enjoys helping startups stay focused on the big picture objective while maintaining an eye to the details and performing realistic risk assessments.

About Our Presenter

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At Optic Tax, we are revolutionizing the realm of financial services, crafting unique strategies that go beyond traditional tax solutions. Our commitment is to understand and enhance your financial vision. What sets us apart: Tailored Solutions for precision in addressing your needs, Expert Guidance backed by years of experience, Innovation embracing cutting-edge technologies, and a Client-Centric Approach where your success is our priority. Explore our comprehensive range of services at OpticTax.com and shape your financial future with a personalized and innovative approach to success. Choose Optic Tax for tax strategies that give you 20/20 vision.