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General Tax

  • 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?

This help page and the information contained herein is provided for informational and discussion purposes only and is not intended to be a recommendation for any investment or other advice of any kind, and shall not constitute or imply any offer to purchase, sell or hold any security or to enter into or engage in any type of transaction.

Investing in venture capital funds is inherently risky and illiquid. It involves a high degree of risk and is suitable only for sophisticated and qualified investors.

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