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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 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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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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How Opportunity Funds Work
Crowdfunding
Nancee Tegeder

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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opportunity zone, oppertunity zone, opportunity zones, opportunity zone fund,
Compliance
Jonathan Nieh

What is an Opportunity Zone Fund?

What is a Qualified Opportunity Fund? The Tax Cuts and Jobs Act of 2017 added many new tax provisions for 2018. One such provision created something called Qualified Opportunity Zones which are intended to spur economic development and job creation in designated distressed communities. People or entities that invest in eligible property located in an

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Pie chart with various colors and sizes of pieces.
Management
Jonathan Nieh

OFFERING DIFFERENT CLASSES OF SECURITIES

OFFERING DIFFERENT CLASSES OF SECURITIES Can I Offer Different Classes of Securities? The short answer is obviously yes, as an issuer of securities you are completely free to offer different classes of securities if the company’s governing documents allow for it (for example, an LLC’s operating agreement or a corporation’s bylaws must be written so

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