What’s the best financial structure for an active Angel investor in the US?
I believe that you’re over-complicating the issue. In the US, taxes are taxes, and the only question about income is whether you have held the asset for over one year, in order to qualify for capital gains treatment.
So unless you have other complications (such as generation-skipping gift tax issues) just go and take it in your own name. Realistically, it should be a simple transaction, because both cases are likely to be Common stock, rather than anything more complicated.
*original post can be found on Quora @ http://www.quora.com/David-S-Rose/answers *
Written by David S. Rose
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