The new tax bill's big-ticket items for entrepreneurs and investors | Fin-Track

Описание: Starting, joining, or investing in a new company—what do I need to know?
OBBBA—high-level, big-ticket investment implications?
Solar entrepreneurs: from incentives to impact—deploying clean power by the megawatt (Deploy → Deduct)
Avoid surprises: the new SALT deduction and next year’s AMT changes
Understand tax provision phaseouts: avoid the marginal tax bump-zones

MIT Club of N.California Fin-Track: (www.mitcnc.org/finance)
Accredited Investor Networking Series

The new tax bill, for entrepreneurs, investors, and early-stage shareholders.

#renewableenergy
#obbba
#qsbs
#salt
#ebl
#taxes

Event Listing: https://alumcommunity.mit.edu/network...

We're thrilled to welcome back Jeff Love for his second appearance in this series. Jeff excels at breaking down intricate incentive structures into clear, actionable insights for entrepreneurs and investors.

The recently passed legislation spans hundreds of pages. We'll focus on the big-ticket items that could have the greatest impact on entrepreneurs and investors — provisions that may be overlooked.

Jeff helps clients identify, evaluate, and implement sophisticated strategies that influence capital gains, ordinary income, and estate tax. With the passage of OBBBA, we've asked him to return to break down what these changes mean for you:

"I'm starting and/or investing in a new company, what do I need to know?"
"Please break down some investment implications of OBBBA? (without pitching me on an investment)"

We discuss some of the incentive changes and rules resulting from OBBBA, including qualified small business stock (QSBS), excess business loss (EBL) limits, and an important AMT change coming in 2026. The strategic importance of our energy infrastructure has led Congress to offer substantial incentives for investment. The rules are complex, but the opportunities are interesting.


Jeff Love, Head of Product | Valur
Yale Law School | Stanford Economics
Product leader with a deep understanding of fintech and legal tech. He serves as the Head of Product and member of the founding team at Valur, where he led growth from zero to significant annual revenue, identifying and capitalizing on market and regulatory opportunities, and leads a growing product team.

Jeff provides strategic advice to early-stage startups, working with companies backed by leading accelerators and venture firms, including Y Combinator, Sequoia, Kleiner Perkins, Google Ventures, and Lightspeed.

He also spent a decade in practice as a strategic legal and business advisor, working with clients that ranged from early-stage startups to Fortune 100 firms.


Co-Moderators:
Shang Chou, SB '04
Partner, Caerus | Dishmi
MIT SB ’04, UCLA MBA, CQF designation; Dept. of Finance Advisory Board at the UNLV Lee Business School
Deep experience building investment and fintech solutions for the asset & wealth management industry, corporate development
Strong track record of advising investors at firms such as Goldman Sachs, PIMCO, and J.P. Morgan

Organizer/Moderator:
Jason Escamilla, MBA '02
Founder/CEO, ImpactAdvisor: private wealth/tax management
MITCNC Finance Track Lead since 2020
Specializing in helping high-tax-bracket investors and business owners seeking best-of-breed solutions
MIT MBA '02, UC Berkeley '95, CFA Charterholder since '99, Certified Tax Preparer '86
30+ years in finance: investment management, trading, custom portfolio management software, and corporate development

MIT Club of Northern California Fin-Track (www.mitcnc.org/finance)

Links:
Valur (https://valur.com)
Tax Scenario/Optimizer (https://tax.impactadvisor.com)
Tax Bracket Visualizer (https://brackets.impactadvisor.com) or https://206tax.com