Tax Considerations for Reg CF & Reg A Investors: QSBS, K-1s, Losses, and What the Crowd Should Know

Rose Kauzeni Ecosystem Community Coordinator, CfPA

Posted on 6/7/2026 5:32:18 PM

Investing in Regulation Crowdfunding and Regulation A offerings can open the door to early-stage startups, small businesses, real estate projects, and other private-market opportunities. But many investors do not realize that these investments can also come with tax considerations that differ significantly from public-market investing. Moderated by Brian Belley, President of CfPA, this webinar will explore practical questions that often arise for Reg CF and Reg A investors, including potential tax benefits, reporting obligations, and common surprises that can come with startup and private-co

The discussion will go beyond basic capital gains concepts and may cover topics such as Qualified Small Business Stock, Section 1202, Section 1045 rollovers, Section 1244 losses, Schedule K-1s, LLC and partnership investments, crowdfunding vehicles, SAFEs, revenue-share instruments, and other structures commonly seen in regulated investment crowdfunding offerings. This session is designed for investors, platforms, issuers, advisors, and ecosystem participants who want a clearer understanding of the tax-related issues that can affect investor experience and long-term outcomes in the Reg CF and Reg A markets. The webinar will be educational in nature and is not intended as tax, legal, or investment advice.

What Attendees Will Learn

- What investors should understand before investing in Reg CF or Reg A offerings
- How different investment structures may create different tax outcomes
- Potential tax benefits that may apply to certain startup investments
- Why investors may receive tax documents such as Schedule K-1s
- Common tax-related surprises in crowdfunding investments
- Questions investors should ask before committing capital

Disclaimer: This webinar is for educational and informational purposes only and does not constitute tax, legal, accounting, investment, or financial advice. Attendees should consult their own qualified advisors regarding their specific circumstances.