Nancee Tegeder

Nancee Tegeder, Esq. is an associate attorney at Trowbridge Sidoti LLP where she advises clients on matters related to crowdfunding, syndications, commercial real estate transactions, and securities laws. Prior to joining Trowbridge Sidoti LLP, she worked as in-house counsel for multiple small businesses, advising them on business structures, intellectual property matters and contract law. Nancee also owned her own estate planning law firm in Arizona for five years. She is licensed in California, Arizona and Utah. Nancee graduated Cum Laude from the J. Reuben Clark School of Law (Brigham Young University) in 2004.

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 provide 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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Creating and Maintaining Qualified Opportunity Funds

In order to create a Qualified Opportunity Fund (QOF), a partnership or corporation (or limited liability company taxed as a partnership or corporation) must file Form 8996 to self-certify with the IRS. Further, the entity must be set up with the sole purpose of operating as a QOF, which may be stated in the organizational …

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How Opportunity Funds Work

How Do Investors Take Advantage of Opportunity Funds?

If an investor is interested in taking advantage of the tax benefits associated with Qualified Opportunity Funds (QOF) (See Tax Benefits for Investors in Qualified Opportunity Funds) Any type of capital gain may be invested in a QOF, including, real estate, stock, cryptocurrency, artwork, etc. Typically, real estate requires like-kind for like-kind exchanges, however, QOFs allow …

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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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