Office Hours with Vela Wood

Office Hours with Anthony Cimino


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Office Hours is our podcast covering general issues related to small businesses and startups.

This episode of Office Hours features Anthony Cimino, Head of Policy & Regulatory Affairs at Carta, an online equity management platform. We discuss the status of several key public policy issues – including the Qualified Small Business Stock (QSBS) tax exclusion, the shifting definition of Accredited Investor, the Corporate Transparency Act, and electronic signatures and filings for 83(b) elections – and how the changes impact investor access, capital formation, and the ability of startups to raise capital.

Time Stamps
  • 4:58 – Qualified Small Business Stock (QSBS)
  • 14:00 – Accredited Investor Definition 
  • 26:11 – Corporate Transparency Act (CTA)
  • 33:33 – 83(b) Elections
  • Related Content
    • How to Angel Invest: What is an Accredited Investor?
    • How Founder “Vesting” Really Works
    • Preparing for Funding Ep5: Initial Sophisticated Investors – Recut
    • SEC Amends 506(c) Accredited Investor Verification
    • Securities Straight Talk Vol. 2: Out With the Old (Rule 505), In With the New (Rule 504)
    • Selected Offering Exemptions
    • References
      • Beneficial Ownership Information Reporting (FinCEN)
      • Carta Policy Desk Newsletter
      • Fixing 83(b) Elections (Carta)
      • SEC Annual Report Fiscal Year 2022
      • What is an accredited investor? (Carta)
      • ...more
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        Office Hours with Vela WoodBy Vela Wood

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