Ordinary loss (not capital loss) on failed small biz — up to $100K.
Qualifying stock in a domestic small corp (≤$1M paid-in capital at issuance) that LOSES money gets ordinary-loss treatment up to $50K single / $100K joint per year — offsetting W-2 income at ordinary rates instead of being capped at $3K/yr as a capital loss.
Click Generate advisory deep dive for mechanics, IRC citations, a step-by-step execution plan, a worked numeric example on your profile, costs, risks, and this-week actions.
Multiply the $10M §1202 exclusion across multiple trusts.
4% corporate tax + 0% capital gains for bona fide residents.
Stack the $500K primary-home exclusion on top of a 1031 deferral.
Convert Traditional to Roth during sabbaticals or business-loss years.
Capitalize property taxes and interest on undeveloped land.
Deduct now, control forever, employ heirs.
Buy leveraged real estate inside your IRA — tax-deferred or tax-free.
Sold on seller finance? Sell the note for immediate liquidity.