NY TECH-WEEK 2024 RSVP
June 5th 9:00-11:00AM
Tax-Free Startup Investing
This event is a part of NY#TechWeek - a week of events hosted by VCs and startups to bring together the tech ecosystem in the greater NYC area.
You’ve taken a big risk to be a founder, VC or venture investor. Once the big payoff comes if you structured things properly early on you won’t have to pay any US taxes on your reward.
This session will discuss how those in the venture community can keep as much income as possible. Venture funds and startups can organize themselves such that the exits can be tax free for their investors and founders.
There are two separate provisions in the US tax law that allow for tax free gains upon exit: The Opportunity Zone Program (OZ) and the Qualified Small Business Stock (QSBS). The Pearl Fund is a national leader in using both these tax advantages for the last several years.
An expert on each of these tax programs will present an brief overview of why and how to use them tax and where to find out more information if you want to deploy 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 of our portfolio companies and investors present describe how using both these programs has benefited them.
The Morgan Stanley Marathone group specializes in cash management solutions for venture funds and startups will give a quick overview of strategies that can be deployed maximize both safety and returns for venture cash.
This session is for investors, fund managers, startup attorneys & accountants as well as founder/CEOs of early stage companies that want to explore if these US tax incentives might be something they want to use.
Speakers:
Moderator: Brian Phillips - Managing Partner, The Pearl Fund www.thepearl.fund
James Coleman, Financial Planning Specialist, Venture Capital, Morgan Stanley https://advisor.morganstanley.com/the-marathone-group
Paul Saint-Pierre - Chief Compliance Officer for Opportunity Zones, The Pearl Fund www.thepearl.fund
Jonathan Fish - Founder, CEO Capitalgains.com
Nirian Shrestha - Founder/CEO, Kwant Inc www.kwant.ai
Byron Slosar - Founder/CEO, Hello Hive Inc. www.hellohive.com
Scott Hall Founder/CEO, Althub Inc www.althub.com
Space is limited and registration & approval is required
Sponsored by:
The Pearl Fund, Morgan Stanley, QSBS Experts and WeWork