Monthly Archives: December 2011

SEC Issues Final Rules On The “Accredited Investor” Net Worth Standard

The Securities Exchange Commission (SEC) has now issued the final amendments to the accredited investor standards that were prompted by the Dodd-Frank Wall Street Reform and Consumer Protection Act. Dodd-Frank required the SEC to revise its rules to exclude the … Continue reading

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Qualified Small Business Stock (QSBS) Year-End Considerations

UPDATE: The fiscal cliff bill renewed the 100% exclusion (subject to the generous cap) under Section 1202 for investments made from September 27, 2010 through the end of calendar year 2013. See here: By Dan Wright Noncorporate investors who … Continue reading

Posted in Taxes | Tagged , , , | 1 Comment

Financial Boot Camp

Financial Boot Camp is a three-class series designed to teach basic financial principles, demystify financial jargon, and provide a competitive advantage for non-financial professionals. Take one, two or all three seminars and gain financial knowledge you can use in the … Continue reading

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