Draft · after the conclusion, before Sources
Composing disclaimers and assembling document
Disclaimer. This article is provided for general informational and educational purposes only and reflects the views of Willowdale Equity as of the date of publication. It is not, and should not be relied upon as, investment, tax, legal, or accounting advice, and it does not take into account your particular financial situation, objectives, or risk tolerance. Nothing herein constitutes an offer to sell or a solicitation of an offer to buy any security; any securities offering will be made only to accredited investors as defined under SEC Regulation D and only through definitive offering documents, including a private placement memorandum, which should be reviewed in full before investing. Private investments involve substantial risk, including illiquidity and the possible loss of the entire investment, and any projected or target returns are forward-looking statements based on assumptions that may not be realized; past performance does not guarantee future results. Willowdale Equity is not a registered broker-dealer, investment adviser, or tax advisor unless expressly stated. Consult your own qualified financial, tax, and legal advisors before making any investment decision.
Sources
IRS, “Publication 925, Passive Activity and At-Risk Rules”
IRS, “Publication 544, Sales and Other Dispositions of Assets”
SEC, “Rule 506 of Regulation D”
SEC, “Accredited Investors”
FRED, “30-Year Fixed Rate Mortgage Average in the United States”
one block · primary pack: US Regulation D (506b/506c) · {{legal_entity_name}} → Willowdale Equity