Paper Gains Newsletter

The Big Beautiful Bill: QSBS Changes You Can't Miss and More

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...

9 days ago • 2 min read

A million small choices compounded over time.

The Long Game: Bonilla's Multi-Million Dollar Decision

Paper Gains Newsletter by Matt Magee at mForce Capital Quick Hits While I'm not much of a baseball fan, I'm always fascinated by stories where money intersects with sports. One of my favorites is the famous Bobby Bonilla contract with the New York Mets. Back in 2000, the Mets owed Bonilla $5.9 million. Instead of paying him immediately, they chose to defer the payment until 2011, agreeing to an 8% annual interest rate. Now, every July 1st from 2011 through 2035, Bonilla receives nearly $1.2...

23 days ago • 1 min read

Lessons From Margaritaville

Paper Gains Newsletter by Matt Magee at mForce Capital Quick Hits 🏝️ Parrothead Probate Drama: Jimmy Buffett's $275 million estate has sparked a legal showdown because nothing says “Margaritaville” like lawsuits and trust disputes! 💼 Family & Fortune Collide: Buffett’s widow Jane, three children, and his longtime business manager are at the heart of the legal tangle, each staking claims to parts of the music icon’s legacy. 📑 Trust Troubles: The estate is mostly held in a trust, but control...

about 1 month ago • 1 min read