Accredited Investors

What is the role of an accredited investor?

For companies raising capital, the accredited investor definition largely determines who is in their pool of potential investors, and for investors whether they are eligible to invest in many early-stage companies. Many of the offering exemptions under the federal securities laws limit participation to accredited investors or contain restrictions on participation by non-accredited investors.

How can individuals qualify as accredited?

Individuals (i.e., natural persons) may qualify as accredited investors based on [verifiable] wealth and income thresholds, as well as other measures of financial sophistication.

 

Financial Criteria

  • Net worth over $1 million, excluding primary residence (individually or with spouse or partner)

  • Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year

Tax Tips for Accredited Investors:

  1. Conservation Easements have a multiplying effect on the money that you owe. In some cases, you can reduce your income taxes by 75%.

  2. Real Estate Investment Trusts can provide income and savings through depreciation.

  3. Oil and Gas Investment Deductions. 

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