Paper Gains Newsletter

by Matt Magee at mForce Capital

Qualified Small Business Stock: Changes from One Big Beautiful Bill

Faster Wins: Now, you don’t even need to wait five years for partial benefits. * Hold stock for 3 years, and exclude 50% of your gains. * Hold for 4 years, exclude 75%. * Hold for 5+ years, keep 100% of your gains. It’s like frequent flyer status, but for escaping taxes.

Bigger Tax-Free Exits: The lifetime exclusion cap jumped from $10 million to $15 million. That’s an extra $5 million in your pocket instead of funding another DMV renovation.

Larger Companies Qualify: OBBA increased the eligibility limit from $50 million to $75 million in gross assets, meaning most Series A companies no longer have to cry themselves to sleep.

Inflation Adjustments: Caps now automatically increase with inflation every year. QSBS is the tax benefit that ages better than Paul Rudd.

10x Rule Lives On: You can still exclude up to 10x your original investment every year, no matter how much above the cap you are. (your spreadsheet just popped a champagne bottle.)

I cannot take credit for this writing and left it like Auren Hoffman wrote on X. As a reminder, your company must be a domestic C-Corporation.

Chart of the Week

Volatility, as measured by a 1% up or down movement, is now common. As the world gets more connected and digital, I do not expect to see this slowing down.

Food for Thought

Kevin Dahlstrom is someone I have followed for a few years. He continues to put out amazing content with great ideas. I have seen a few people do this and never heard anything but rave reviews.

What I've Enjoyed Recently

These Two Episodes of Invest Like the Best are exceptional (episodes 432 & 433): Building Sixth Street and Rebuilding Clear

It's been a while since I have gotten into a sci-fi novel, but Project Hail Mary is excellent. The same author who wrote The Martian. The Movie Trailer is already out.

​Quarterback Season 2: Joe, Jared, and Kirk. Kirk was especially interesting. Just look up his total earnings and the number of playoff wins he has.

Scottie Scheffler won his 4th major over the weekend. This interview by Jordan Spieth caught my attention on what makes Scottie so different. It will be interesting to see if others try to replicate this, given the run Scottie has been on the past few years.

2 hours every single day of social media time is 14 hours a week, or 728 hours in a year. That is an entire month. I could be even worse than average on this one, but Arnold's post was eye-opening.

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-Matt Magee

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Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. mFORCE Capital is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

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