Taxable Ownership Contributions

When strategically funding your business, certain decisions may affect your tax status. A small business owner may have to recognize gain when acquiring an equity interest in the business if the owner:

The first three rules will apply in funding either the limited liability company (LLC) or the corporation, although the third rule will be applied differently in either case. The fourth rule applies only in the case of the LLC.

Warning

Warning

The rules that apply to subchapter S corporations are separate from those that apply to LLCs. Use this information only as general guidance and always seek a professional opinion specific to your situation.

Related Resources

Taxable Payments for Services

Tax Aspects of Funding Decisions

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