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Category Archives: Complete Listing

Required Minimum Distributions (RMDs)

Required Minimum Distributions (RMDs) Taxpayers cannot keep retirement funds in their qualified retirement accounts indefinitely.  Taxpayers must generally start taking withdrawals from their Traditional IRA, SIMPLE IRA, SEP IRA, or retirement plan account when you reach age 70½.  Roth IRAs do not require withdrawals until after the death of the owner. The Required Minimum Distribution is the…
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Title III – Equity / Debt Crowdfunding – Regulation CF

As explained in other posts, the JOBS Act created essentially five (5) types of crowdfunding mechanisms.  The final type implemented by the Securities and Exchange Commission was Title III which become effective on May 16, 2016, six (6) months after the SEC issued final rules called Regulation CF.  Regulation Crowdfunding (CF), permits individuals to invest in…
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JOBS Act – Crowdfunding Regulation and Revisions

The passage of the JOBS Act created several crowdfunding methods for entrepreneurs and investors within the USA capital markets (the JOBS Act also revised other existing investment law not discussed here).  Each crowdfunding method allows for "general solicitation" by entrepreneurs to potential investors, and allows for non-accredited investors in participate (except for under Rule 506(c), below).  Each crowdfunding alternative provides different features…
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Georgia Crowdfunding – Invest Georgia Exemption

On December 8, 2011, the Invest Georgia Exemption (aka “IGE”) was adopted by the Commissioner of Securities for the State of Georgia.  The purpose of the IGE is to provide Georgia-based entrepreneurs with expanded access to capital by allowing entrepreneurs to issue debt and equity securities to accredited and non-accredited investors via general solicitation within the…
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