- Where do I find tax documents for my investments?
- I don't understand something in my tax return package. What should I do?
- What are the tax consequences of investing in a syndicate?
- What is QSBS or Section 1202? What is Section 1045?
- Do the benefits of Section 1202 (“QSBS”) and Section 1045 apply when investing through a partnership.
- What happens if I do not submit a Form W-8?
- How often do I have to renew my W-8 or W-9?
- How do I fill out the Form W-9 or W-8 Series?
- What are Forms W-8 and/or W-9? Why do you need them from me?