Strategic Planning and Investing for Individuals

Syndications make sense for all parties concerned, which is why so many are created and funded – syndications are big business. They are how most projects of all types get financed. They are the way savvy passive investors earning $200k+ annually invest. They are your portal into a world of sophisticated investing where wealth is accumulated, nurtu

“Personal Property Trusts: From Basics to Advanced Strategies,” by attorney Mark Warda.

A 506(b) offering can take on however many accredited investors are needed to fund a project, but can accept no more than 35 non-accredited investors. A 506(c) offering may only take on accredited investors. As you can see, non-accredited investors are limited to 506(b) offerings only.

QRP. Now that the courts and IRS have outlawed so-called “Checkbook IRAs” the QRP is the undisputed best alternative in my opinion.

From your perspective as an investor, the primary up-front hurdle is whether you are eligible to participate in a particular offering. If you are ineligible under Reg D you will not be able to invest regardless of your willingness to do so. Your eligibility for any particular offering hinges on two things: 1. Your status as either an accredited or

For an easy-to-read overview of business systems and the makings of a successful business I recommend the book, “The Five Secrets of a Phenomenal Business,” by my dear friend, Howard Partridge.

Having said all of that, understand that there are recognized limits to these rights.

Once you understand that both the different parts of land (surface, subsurface, and air above) and the bundle of rights associated with the different parts can be sliced-and-diced in an almost infinite number of ways, the deal making/investment possibilities become exciting.

Every business, no matter how big or small, no matter the products/services it sells, no matter where it is located in the world, has five key systems that it must design, teach, implement, and continually refine if it hopes to be successful.