The Life Cycle of Investment Funds: Evergreen vs. Annualized written by Saayem Rahman Published October 11, 2023 When it comes to money management, funds are an indispensable tool for the smart investor, but knowing which type of fund best suits your needs is a difficult task for even the most experienced professionals. Annualized and Evergreen… Read more »
Blue Skies Smiling at Me: Exemptions to Registration written by Andrew Clinton Published February 2, 2025 Fund investment has historically been a source of potential fraud. As a result, it remains subject to various promulgated federal and state regulations to ensure transparency and disclosure in the pre-investment process. Among these regulations are Blue Sky laws… Read more »
Keep it in the Family (and Friends) Friends and Family Raise: Promotion and Fee Structure written by Miranda Caballero Published February 2, 2025 When raising capital from friends and family, structuring the deal appropriately is crucial for long-term success. These early investors often believe in the founder’s vision before there is much (if any) tangible… Read more »
Breaking News: Texas Federal Court Temporarily Halts Corporate Transparency Act Until Further Notice written by Miranda Caballero “Reporting companies need not comply with the CTA’s January 1, 2025, BOI reporting deadline pending further order of the Court,” Says Texas Federal Court On December 3, 2024, the U.S. District Court for the Eastern District of Texas issued… Read more »
Breaking News: Treasury and IRS Release Final Regulations for Clean Energy Tax Credits written by Rachel Lamphier The Department of the Treasury and the Internal Revenue Service (“IRS”) have introduced final regulations allowing certain entities co-owning clean energy projects to access tax credits through elective pay, also known as direct pay. Previously, many entities that… Read more »
The Right (to) Party: Designating the Correct IRS Tax Matters Partner/Responsible Party written by Saayem Rahman Published July 13, 2023 When forming a business, all entities are required to designate an individual as the business entity’s “Responsible Party.” But what is this party responsible for? Why does the IRS require such a designation? Who can… Read more »
What to Know About Voting Thresholds in Multi-Member LLCs written by Miguel Otero Published August 9, 2023 Coming to an agreement with your business partners isn’t always so simple, especially when a decision significantly affects the business. Indeed, certain company decisions should, and almost always do, warrant greater consensus amongst the members of the LLC…. Read more »
Limited Partnerships v. Limited Liability Companies: What’s Right for You? written by Tannon Symm Published September 13, 2023 You have decided to take that big step and start your own business, but where do you begin to conquer this giant task? One of the first and most essential steps in starting and owning your own… Read more »
Order of Operations – Negotiating JOAs During a Sale written by Andrew Clinton Published April 12, 2023 Selling an operated asset brings the traditional list of concerns and due diligence items, with none being more contentious and interrelated to the Buyer’s ultimate ability to operate that asset than the Joint Operating Agreement (“JOA”). Unfortunately, with… Read more »
Oil’s Well That Ends Well: Pre-Sale Curative Title Clean Up written by Kaysha Spoon Published May 11, 2023 When selling oil and gas properties, it’s crucial for an Operator to ensure that the title is clear and free from defects to maximize the transferred interest. This “curative” process involves addressing any title issues to prevent… Read more »
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