compliance

“A TIC “Epidemic!” (Tenant In Common)” Webinar with Gene Trowbridge

We’re not talking about little insects, but about the number of requests we are getting for Tenant in Common (TIC) agreements as a part of our securities offerings. Most real estate investors who invested in the last 7-9 years have acquired quite a bit of equity and, as a result, have capital gains and cost recovery recapture …

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Tax Incentives from taking advantage of Opportunity Zone benefits

Tax Benefits for Investors in Qualified Opportunity Funds

The Tax Cuts and Jobs Act of 2017 provides for the creation of Qualified Opportunity Funds (QOF), which offer enticing tax incentives for investors with capital gains. First, any investor who invests capital gains in a QOF, may delay paying taxes on those capital gains until December 31, 2026 or until the investment is sold. …

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FAQ letters with frequently asked questions written below it. On a washed out board. The FAQ is about Opportunity Zones.

QUALIFIED OPPORTUNITY ZONES – FAQ

What is a Qualified Opportunity Zone? The Tax Cuts and Jobs Act of 2017 created Qualified Opportunity Zones, which are economically-distressed areas designated by the government that provide certain tax benefits to investors in an effort to spur economic development and job creation. (See also https://www.irs.gov/newsroom/opportunity-zones-frequently-asked-questions) Where are Qualified Opportunity Zones located? A map of …

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Can I post my 506(b) Offering on Facebook?

General Solicitation Our firm is often asked whether a social media post constitutes “general solicitation” as prohibited by Rule 506(b) of Regulation D. General solicitation is defined by the SEC to include “advertisements published in newspapers and magazines, public websites, communications broadcasted over television and radio, and seminars where attendees have been invited by general …

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Compliance and Disclosure in Regulation Crowdfunding

SEC Releases New Compliance and Disclosure Interpretations On Regulation Crowdfunding Yesterday, the SEC’s Division of Corporate Finance released two new Compliance and Disclosure Interpretations (C&DIs) answering questions related to Regulation Crowdfunding (Reg CF). CD&Is are the Commission’s way of giving some informal guidance, through a question and answer format, on how its staff members interpret …

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