Articles
Nathaniel Dodson On
What are Intrastate Offerings? | Private Money Minute
Listen in on this Private Money Minute as Jillian Sidoti explains what an Intrastate Offering is and where you should do it. Transcription: “This week on the Private Money Minute, we’re gonna talk about intrastate offerings and what they are, and we’re gonna do that right now. An intrastate offerings is a securities offering…
Nathaniel Dodson On
Can You Pay Someone to Raise Money for You?
If someone comes to you and offers to help you raise money in exchange for a commission but they do NOT have a broker-dealer license, that is a huge NO-NO and can lead to liability not just for the unlicensed broker-dealer but for you as the issuer as well.
Nathaniel Dodson On
Tax Benefits for Investors in Qualified Opportunity Funds
The Tax Cuts and Jobs Act: Creating Qualified Opportunity Funds (QOF) First, any investor who invests capital gains in a QOF, may delay paying taxes on those capital gains until December 31, 2026 or until the investment is sold. Second, if an investor leaves its capital gains invested in a QOF for at least five…





