In March 2020, the SEC proposed rules to simplify, harmonize, and improve the exempt offering framework, including Reg CF. Here are our thoughts on th…
I had my first LLC investment decide to convert to a C Corporation in 2019. Today's post will cover my personal experience handling that conversion an…
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…
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…
While there are numerous federal tax credits for startup investors, additional tax benefits may exist at the state level for qualifying angel investor…
A very important but often overlooked aspect of investing in the private markets is how the type of business - LLC vs. C Corporation - can impact taxe…