Sep 14, 2026 · 27 min · 10 segments
In episode 61 of How Tax Works, Matt Foreman discusses Simple Agreements for Future Equity (SAFE), the debt-like and equity-adjacent agreement that could, maybe, perhaps be equity in certain…
So one question that I get once a month, maybe every two or three months, definitely once a quarter, is whether a SAFE or the equity received when a SAFE converts is eligible for QSBS and when.
Often wealth managers, CFPs and other related things, there's other people sort of in that space.
Often they're the ones who ask the question because they had a client who asked.
But before we get there, what is a SAFE? I talked about a SAFE earlier in my podcast.
I talk, I'm going to talk about, um, You know, what is a safe and what does thing mean? Pre-money, post-money, you know, stuff like that.
So one question that I get once a month, maybe every two or three months, definitely once a quarter, is whether a SAFE or the equity received when a SAFE converts is eligible for QSBS and when.
Often wealth managers, CFPs and other related things, there's other people sort of in that space.
Often they're the ones who ask the question because they had a client who asked.
But before we get there, what is a SAFE? I talked about a SAFE earlier in my podcast.
I talk, I'm going to talk about, um, You know, what is a safe and what does thing mean? Pre-money, post-money, you know, stuff like that.
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