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ESG Factors and Outperformance

The following is a guest post written by Tricia Dunlap, founder of Dunlap Law. Tricia uses her sustainability expertise to advise ...
Tricia Dunlap January 3, 2018 0

1031 Exchange Taxes

Proposed Tax Changes Will Not Eliminate the 1031 Exchange

  Within the last few weeks the Republican leadership in both the House and Senate released their tax plans. In light of this, we ...
Chris Rohde November 17, 2017 0

Real Estate 1031 Exchange

DST & TIC: 1031 Co-Ownership Replacement Properties

Section 1031 of the US Internal Revenue Code (IRC) allows for an exchange of one investment property, usually real estate, for ...
Ryan Gunn November 14, 2017 2

Real Estate 1031 Exchange Taxes

What is a 1031 Exchange?

Section 1031 of the US Internal Revenue Code (IRC) allows for an exchange of one investment property, often real estate, for ...
Ryan Gunn November 6, 2017 0

Returns Venture Capital

The Struggles of Raising Capital for Female Founders (and Why Investors Are Missing Out)

Women-led businesses are the fastest growing segment of entrepreneurship in America. But there is a significant gap in funding. ...
Ryan Gunn October 31, 2017 0

5 Surprising Cities for Form D Capital Raise Activity

Prior to the JOBS act, which introduced the ability to market some securities online through “general solicitation,” issuers were ...
Ryan Gunn October 4, 2017 0

Alternatives Fintech Advisors

The Pillars of the RIA Technology Stack

The financial services market is evolving. Client demographics are changing; millennials—primed to inherit an immense sum in ...
Ryan Gunn August 23, 2017 0

1031 Exchange Taxes

Proposed Tax Changes Could Eliminate the 1031 Exchange

After tabling the plan to repeal and replace the Affordable Care Act (also known as Obamacare), the legislative focus in ...
Chris Rohde August 17, 2017 0

FINRA SEC

“Where Do I Sign?”: E-Signatures Acceptable for Private Investments

Historically, investing in securities has been a largely manual process with documents being mailed or faxed back and forth to be ...
Josh Galante August 16, 2017 0

Why You Need a Broker Dealer: A Securit(ies) Blanket for the Investment World

With an increase in volume in alternative investments, such as Regulation D and even Regulation A offerings, the private ...
Josh Galante July 17, 2017 1