
16 December 2024 | 35 replies
*This post does not create a CPA-client relationship.
16 December 2024 | 8 replies
This post does not create a CPA-Client relationship.

13 December 2024 | 2 replies
I am a strong advocate for their effectiveness allowing you to do substantially more with your money.

19 December 2024 | 55 replies
This rule is part of the Securities Act of 1933, which was established to provide more freedom for businesses to raise capital while still protecting investors.Here are the key aspects of Regulation D, Rule 506(c):Rule 506(c) Filing:Allows issuers to broadly solicit and generally advertise an offering, provided that all purchasers in the offering are accredited investors.Requires issuers to take reasonable steps to verify that the purchasers of the securities are accredited investors.Issuers must still file a "Form D" with the SEC after they first sell their securities.The rule effectively lifts the prohibition on general solicitation and advertising for certain investment offerings, allowing companies to reach a broader audience when seeking investment.Accredited Investor Definition:To become "accredited," an investor must meet certain defined criteria regarding income, net worth, professional experience, or size of the entity (if the investor is an entity rather than an individual).

13 December 2024 | 4 replies
In most instances when one person is putting up all capital, best to enter into a 3rd party GC relationships rather than become partners.

15 December 2024 | 9 replies
(Buying great deals and managing those deals effectively).

14 December 2024 | 13 replies
Given the nature of small towns, we have personal relationships with multiple members of the board which we believe positions us well for success but of course there is still uncertainty.

14 December 2024 | 4 replies
I usually work with my local credit union where I have developed a relationship over the years.

13 December 2024 | 24 replies
Building relationships with wholesalers and attending local Milwaukee REIA and Rental Property Association of Wisconsin meetups could surface off-market opportunities.

13 December 2024 | 10 replies
I've seen a lot of this lately where GPs are offering outside investors pref equity to effectively "save" the project from foreclosure.