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"The QSBS Implications of Managing VC Cash with T-Bills: A Guide for Accountants"

Protecting client tax benefits while maximizing treasury yield.

Balancing treasury management with QSBS eligibility is a critical advisory challenge for accounting firms serving venture-backed startups. This quick introductory resource explores IRC §1202's "80% rule" and its implications for startups investing in T-Bills and money market funds.

Learn how to:

• Navigate the complex requirements of QSBS eligibility while helping clients maximize yield
• Create and maintain documentation that satisfies the IRS's 2-year "active business use" requirement
• Develop compliant financial models that protect founders' and investors' tax benefits
• Implement a modern treasury management strategy that maintains QSBS eligibility
• Add significant advisory value that differentiates your firm from competitors

Download this overview to enhance your high-growth client relationships and deliver strategic value beyond traditional compliance services.

Offered Free by: Rho, Inc.
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