Tag Archives: JOBS Act

The “Fix Crowdfunding Act” – What It Fixes And What It Doesn’t Fix

Posted on July 28, 2016 by Anthony Zeoli

In early June, the U.S. House of Representatives, Financial Services Committee, approved the “Fix Crowdfunding Act” bill (or HR 4855). Maybe it’s the title of the bill that is misleading, but since then I have seen multiple articles which incorrectly … Continue reading →

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Intrastate Crowdfunding: The Often Overlooked Option

Posted on June 9, 2016 by Anthony Zeoli

With the Federal Title III rules recently becoming effective, there is certainly a lot of excitement surrounding national level “retail” crowdfunding to non-accredited investors. That’s obviously great news for the industry, but it’s important to remember that the majority of the … Continue reading →

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Out of Alignment: The Dysfunctional Definition of an Accredited Investor & The Often Overlooked “Entity” Issue

Posted on April 14, 2016 by Anthony Zeoli

As many of you know there is a heated ongoing debate as to whether the current definition of “accredited investor” should be revised and, if so, how it should be revised. The overwhelming majority of recent articles, and even proposed … Continue reading →

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CFIRA Offers Its Comments To SEC On Proposed Regulatory Changes

Posted on January 21, 2016 by Anthony Zeoli

As you are probably aware, the SEC is currently considering sweeping changes to some of the most long-standing rules and regulations governing private transactions. These changes include fundamental revisions of both Rule 501, the definition of “accredited investor” and arguably … Continue reading →

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Changes To “Accredited Investor” Definition Recommended By SEC Staff; The Good, The Bad And The Ugly

Posted on January 11, 2016 by Anthony Zeoli

Pursuant to Section 413(b)(2)(A) of the Dodd-Frank Wall Street Reform and Consumer Protection Act (the “Dodd-Frank Act”), the Securities and Exchange Commission (SEC) is required to re-examine the definition of “accredited investor” every four (4) years. The intent of the review … Continue reading →

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