Would you like to learn about the potential tax savings associated with angel investing?

Join Propel(x) in a panel discussion where our CEO Swati Chaturvedi will chat with Tim Kelly, CFO of Kelly Ventures (Clients: Silicon Catalyst Angels, Sand Hill Angels and The Band of Angels). Tim is a pioneer in introducing multi-class LLC structures to angel groups in Silicon Valley.

Note:

1. We do not provide tax advice. You should consult your personal tax advisor for any tax related questions.

2. This meeting is for informational purposes only. It is not a solicitation or offer to purchase or sell any security, nor should this information be construed as 'investment advice.'

Topics of Discussion Include

  • Multi Series LLC (SPV)
  • Qualified Small Business Stock (QSBS) and Rollover Deferral
  • What to do when you are stuck with Worthless Stock
  • Using Tax Credits to Offset Payroll Liability
January
20

Time: 12 PM - 1 PM PT

Learn from industry experts and bring your questions!


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Propel(x) Presents: Tax Incentives and Benefits for Angel Investors in Startups

If you have ever invested in startups or are considering investing in startups, then this webinar is for you. To encourage economic development and support entrepreneurship, the federal government in the U.S. provides tax benefits to angel investors who invest in startups and small businesses.

While startup investments can qualify for long-term capital gains, certain investments go a step further and can qualify for an even more preferential U.S. tax treatment e.g. potentially up to 100% tax-free gains subject to certain conditions.

In this webinar, we also cover the three tax sections of the Internal Revenue Code (IRC) that every startup investor should be aware of

  • Section 1202 (gains)
  • Section 1045 (rollovers)
  • Section 1244 (losses)

Note: This meeting is for informational purposes only. It is not a solicitation or offer to purchase or sell any security, nor should this information be construed as 'investment advice.'


SPEAKER

MODERATOR

Tim Kelly

Chief Financial Officer - Kelly Ventures

Tim Kelly is a pioneer in setting up multi-class and multi-series LLCs for investing in Silicon Valley.

An experienced angel investor, Tim has worked at multiple startups in his past life and continues to advise many, as an investor and advisor. Some of Tim's clients are Silicon Catalyst Angels, Sand Hill Angels and The Band of Angels. We are privileged to have Tim as our accounting advisor for Propel(x) syndicates.

Swati Chaturvedi

Co-Founder - Propel(x) & Partner - Newton Fund

Swati Chaturvedi is the co-founder and CEO of Propel(x), an alternative investment platform focusing on deep technology startups.

Passionate about startups and investing, Swati co-founded the MIT Alumni Angels of Northern California in 2013 and currently serves in the screening committee. Additionally, she is an angel investor to multiple deep tech startups through Newton Fund, managed by Propel(x) Advisors, a Propel(x) subsidiary.

Propel(x) is an alternative investment platform where investors discover, evaluate and invest in breakthrough science and technology startups . For more information, please visit us at www.propelx.com