Regulatory & Compliance
IRS Proposes New Information-Reporting Rules for Qualified Opportunity Zone Funds
IRS rule REG-116506-25 converts the OBBBA reporting mandates into required line items for QOF managers: NAICS codes, census tracts, employee data, and investor disposal records. Penalties top $250,000.
Jeff Barnes, MBA··11 min read
Capital Raising
Stop Selling Access. Start Selling Repeatability.
A lot of emerging managers still pitch the market like it is 2017. They talk about relationships. They talk about network. They talk about proprietary access like that phrase still carries a full pitch on its own.
Jeff Barnes, MBA··8 min read