Section 1202 and Qualified Small Business Stock: Tax Strategies to Maximize Exclusions, Pitfalls to Avoid

Ms. Pugliesi is a member of the firm’s National Tax Office, she specialize's in all tax aspects of the purchase and sale of family and private equity-owned businesses. Her expertise in transactions includes both corporate and partnership tax matters such as structuring to minimize tax liabilities, modeling entity choice possibilities, planning for qualified small business stock (Section 1202), and maximizing deductions for transaction costs.

Mr. Strong is a tax partner with extensive experience advising clients on domestic and cross-border mergers and acquisitions, spin-offs and restructurings, partnerships and joint ventures, and private equity and venture capital investments. He also has substantial experience advising clients on the tax aspects of a wide variety of capital markets transactions, including syndicated credit facilities, mezzanine and bridge loans, early-stage venture financings, and initial public equity offerings and convertible debt offerings(including tax-integrated hedges). Mr. Strong is a former adjunct professor and current advisory member to the faculty at The University of Denver Law School’s Graduate Tax Program. He is also a former chair of the Corporate Tax Committee of the Tax Section of the ABA, a fellow of the American College of Tax Counsel, and a frequent speaker on corporate and other tax matters at local, regional, and national seminars and continuing legal education programs.