Private Money

Information Management Network

The 3rd Annual Middle-Market Multifamily Forum- Jillian Sidoti, Esq. CCIM and Jonathan Nieh, Esq.

IMN’s 3rd Annual Middle-Market Multifamily Forum (West) will return to Santa Monica, May 14-15, 2019. With a program uniquely targeted to both small and mid-sized owners and operators, IMN is excited to once again offer a deep dive into the latest financing options, acquisitions strategies, and debt and equity structures impacting this group which comprises 75% of …

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Building Wealth with Notes Workshop- Jillian Sidoti, Esq. CCIM

Presented by Cashflow Chick, this three day interactive, hands-on Training workshop on Building wealth with Notes. Jillian will be presenting on Sunday. WHERE: 325 Bristol Street, Costa Mesa, CA 92626  HOW TO REGISTER: Call 714-540-6060 and mention you are part of “Cashflow Chick” for the discounted group rate or use room code 12933  

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

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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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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