MDB QSBS 1202 Report

This report provides an overview for informational purposes only to educate and inform investors about the benefits and risks associated with investing in micro-cap and small-cap stocks through the lens of QSBS Sections 1202 and 1045. By understanding the federal and possible state-level tax advantages of QSBS Sections 1202 and 1045, investors can explore and make more informed decisions that align with their investment plans and financial goals.

This report does not constitute financial, tax, accounting or legal advice. Investors should always consult with their financial, tax, accounting and legal advisors to determine the best course of action for their investments given the complexity of QSBS under Sections 1202 and 1045.

MDB Capital is not a tax, accounting or legal advisor and does not provide tax, accounting or legal advice.