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A photo of a man looking at papers on a wall with the title What is a Security?
Private Money Minute
Crowdfunding Team

What is a Security? | Private Money Minute

https://youtu.be/MkFn1ofEgSQ On this Private Money Minute, Jillian Sidoti gives a checklist to test if a deal would be classified as a security.  Video transcription: “This week on the Private Money Minute we’re gonna talk about what a security is, and why do you care, and we’re gonna do that right now. A security is basically

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Regulation D Rule 506(b) vs 506(c)
506(b)
Crowdfunding Team

The Difference Between Reg D Rule 506(b) and 506(c) | Fast Funding Info

More than 90% of companies rely on Regulation D for their private offerings. Making it one of the most popular exemptions from federal regulation. In this video of Fast Funding Info, Nate Dodson will be talking about the difference between SEC Regulation D Rule 506(b) and 506(c). Video Transcription: “What’s the difference between Reg D 506(b) or

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A picture with a dog and a cat and a caption that says "The difference between Regulation D and Regulation A".
506(b)
Crowdfunding Team

Differences Between Regulation A and D | Private Money Minute

Video transcription: “This week on the Private Money Minute, we’re gonna talk about the difference between Regulation D and Regulation A. And we’re gonna do that right now. Under Regulation D, we have an exemption from securities laws, so long as we make the proper disclosures to our investors and solicit investors in a proper

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Syndication Recipe
Syndication
Lauren Hampton

A Recipe for Syndication Success

Your Recipe For Success It’s always good to get a recipe from a friend that you KNOW is good. You trust that you can follow it and recreate that same, delicious meal in your own kitchen. Like a coveted recipe, we have something we can share. It’s our knowledge. INGREDIENTS for a Successful Syndication •

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Paying someone to raise money, as a broker would do
Compliance
Jonathan Nieh

Can You Pay Someone to Raise Money for You?

If someone comes to you and offers to help you raise money in exchange for a commission but they do NOT have a broker-dealer license, that is a huge NO-NO and can lead to liability not just for the unlicensed broker-dealer but for you as the issuer as well.

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Tax Incentives from taking advantage of Opportunity Zone benefits
Crowdfunding
Nancee Tegeder

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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States of the United States of America | One of the states someone can form an entity
Crowdfunding
Jonathan Nieh

In What State Should I Form My Entity?

In What State Should I Form My Entity? I recently had a client that specifically asked me to form their entity in Nevada instead of the state where the property they were syndicating was located. Their reasoning was that Nevada had the best laws for entities like limited liability companies. Is that really true? And

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

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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Light bulb gear
Compliance
Nancee Tegeder

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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