Podcast•Mar 31, 2026•0 min
Episode 58: "$15 Million in Capital Gains: Gone" Startup Wealth Strategist Bryan Hasling on What Angel Investors Need to Know...
In a recent podcast, wealth strategist Bryan Hasling highlights three overlooked tax tools for angel investors: Section 1244 loss deductions, the nuances of Qualified Small Business Stock (QSBS) eligibility, and the audit risk of claiming zero‑tax QSBS gains. He explains that ordinary‑income deductions from 1244 losses can offset up to $100,000 for married filers, often outweighing capital‑gain exclusions. Hasling also warns that founders’ QSBS claims can mislead angels and trigger IRS scrutiny if documentation is weak. Finally, he provides a practical checklist for maintaining audit‑ready records throughout the investment lifecycle.
