Have you received that call, email, or text? You know, the one from the person offering for a small fee, they will find the investors for you? Sounds too good to be true….is it? Jillian will take a deep dive into the subject of paying people to find investors for you. You don’t want to…
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…
Ever wonder if you’re asking the right questions when it comes to Syndications? We’re sure you’ll agree that we hear MANY questions that YOU may need to know the answer. This webinar series will focus on the most asked questions Gene Trowbridge answers, with this episode focusing on questions regarding IRC SEC 1031 transactions in…
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…
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…
