Research
Research library
Research worth an advisor's time from research firms, asset managers, regulators, central banks, academics and think tanks, each with a short summary in our own words, plus AdvisorIQ's own analysis.
As of Oct 8, 2026, the library lists 1 piece from academics on tax planning.
Titles marked with an arrow open on the publisher's site. How we choose.
Tax planning
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Tax Incentives and Venture Capital Risk-Taking: Evidence from the QSBS Program (opens nber.org)
This working paper tests whether the qualified small business stock exclusion changes how startup investors behave. Investors time their exits around the holding-period requirement, and venture funds shift toward riskier, earlier-stage deals when the tax break applies, producing more failures but also more high-value exits.
Topic: Tax planningnber.org
Editorial
How we choose
- Inclusion is editorial. No publisher pays to be listed, and none can.
- We leave out any piece that features or recommends a specific fund, ETF, model portfolio or other product.
- Summaries are AdvisorIQ's own words. We link to the original on the publisher's site rather than copy it.
- We do not list pieces behind a paywall or a registration form, or pieces from media outlets and advisor platforms; we link to the original source instead.
More in our editorial standards.