United States

How private equity fund managers can cash in on tax benefits


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Planning opportunities exist for private equity funds. A fund investing in qualified small business can potentially exclude 100 percent of the gain recognized on the disposition of qualifying small business stock (QSBS). Learn more about how tax savings may exist under Code Sec. 1202 that apply to qualifying portfolio company investments made pre-September 28,2011. This Code Section is quite often overlooked, and fund managers and their investors could be missing out on substantial tax benefits.


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