Navigating Startup Investing Taxes: What Every Investor Should Know
Discover the essential tax implications of startup investing, including benefits, deductions, and the impact of investment exits and failures. Learn t…
Category: Crowdinvesting 101
The Great Debate – Are SAFEs Actually Bad for Investors?
I’ve heard many people — ranging from investors to attorneys to funding portals — make the claim that “SAFEs are not safe for investors.” Many…
Rules Around Canceling an Online Startup Investment
For one reason or another, you decide you need to cancel an investment you made. Can you? We discuss the rules around cancelling a Reg CF startup inve…
Crowdfunding SAFE vs. Traditional SAFE – Key Differences
Since its creation in 2013, the use of the SAFE has proliferated as an early-stage financing instrument and is now used everywhere from Silicon Valley…
Testing the Waters – What Reg CF Investors Should Know
With the new crowdfunding regulations that went into effect on March 15, 2021, the U.S. SEC introduced something called “testing the waters” (TTW) for Regulation…
Summary of SEC’s Final Rule for Reg CF, Reg A+, Reg D (2020 Updates)
On Nov. 2, 2020, the SEC voted 3-2 in favor of adopting a broad set of updates to Reg CF, Reg A+, and Reg D. These changes may have a massive impact o…
Three Ways the U.S. Gives Tax Relief for Investing in Startups
While startups are very risky, the U.S. provides three key tax benefits for startup investors to make early-stage investments more enticing. Learn all…
The Five Tax Questions Every Startup Investor Should Answer
Taxes are generally the last thing on the minds of most startup investors. Find out some of the key tax implications of investing in startups.
The Reason You Should Record Your Crowdfunding Investment Fees
Are you keeping track of investment fees each time you make a crowdfunding investment? We discuss the potential tax savings of keeping track of invest…
Republic Review and Platform Walkthrough (VIDEO)
A complete review of the Republic crowdfunding platform for investors and startups. Compare fees, deal flow, and more, including a website walkthrough…