Raise Capital Legally

George Dimov, CPA, of Dimov Tax Specialists joins Kim Lisa Taylor to explain the accounting and tax work behind a securities offering. They discuss financial statements and tax filings for Rule 506 issuers, what to expect when a Securities rule calls for an independent review or audit, and how to prepare for an audit if its required. George also explains how his team supports offerings with international investors.

09:30 Phantom income: a $57,000 tax bill with no distributions
10:45 Passive losses carrying over on Form 8582
15:20 Separating management fees from profit share
17:20 How missing financials can kill financing and deals
23:25 The three most common financial statements
28:35 Fund administrator as an outsourced bookkeeper, and audit independence
30:00 Series LLCs: separate books, no cross liability, and separate Form D filings
40:30 Opportunity zone benefits under the One Big Beautiful Bill

This content provides general information on federal securities law and is directed to non-Florida residents or companies. It is not intended as advertising or solicitation of legal services for Florida residents or Florida law matters.

In this episode, Attorney Kim Lisa Taylor sits down with Jonathan Haveles, co-founder of The Land Method, to explore how investors select promising markets, locate motivated sellers, value vacant land, conduct proper due diligence, and choose the right exit strategy.  Jonathan explains the differences between cash flips, owner financing, subdivision, and development while sharing lessons from more than 1,000 vacant-land transactions. 

6:14 Land vs. traditional real estate
9:00 Small deals, less fear
11:00 Finding motivated sellers
16:00 Knowing your buyer exists first
21:25 Today's seller lead sources
27:20 Direct mail that still works
31:45 Due diligence red flags
37:20 Financing a land deal
40:05 Syndicating land deals for capital

This content provides general information on federal securities law and is directed to non-Florida residents or companies. It is not intended as advertising or solicitation of legal services for Florida residents or Florida law matters.

In this episode, Attorney Kim Lisa Taylor sat down with Corneilous Cannon of CrowdfundMyDeal.com.

Corneilous explained how real estate sponsors can use Regulation Crowdfunding to raise capital from accredited and non-accredited investors through a registered funding portal.

We  discussed how Reg CF differs from Rule 506(b) and Rule 506(c), which deals are best suited for this exemption, and what sponsors should know before launching an offering.

📚 Get one of our #1 Amazon best-selling e-books on capital raising — totally free! Click this link to claim: https://syndicationattorneys.com/free-ebook/

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In this episode, Attorney Mola Bosland an Krisha Young sit down with Greg Donahue to unpack what’s actually happening in the multifamily market after the post-COVID slowdown—and what operators should be paying attention to now. Greg shares how pricing has reset, where deals are finally penciling again, and why smaller operators with strong local partnerships may be better positioned than ever. 

They dive into Greg’s strategy of focusing on 5–25 unit properties in New England while scaling into larger assets in other markets, the importance of true boots-on-the-ground asset management, and why many sponsors underestimate what it takes to operate well over a full hold period. The conversation also explores investor return expectations, preferred returns, split structures, and why chasing headline returns can backfire in today’s environment.

📚 Get one of our #1 Amazon best-selling e-books on capital raising — totally free!
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🗓️ Book a free 30-minute consultation with one of our business development team:
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Before anyone raises capital, they tend to ask the same questions. What is a security, really? Why does my deal fall under securities laws? Why do I need so much paperwork? And why does everyone keep pointing me to Regulation D?

In this episode, Corporate Securities Attorney Kim Lisa Taylor and Syndication Attorneys’ Client Success Coach Krisha Young break down the top seven questions they hear from potential clients before they ever become clients. In plain English, the hosts explain what a security actually is, why it’s fundamentally a contractual agreement, and how the rules governing private capital raises are created and enforced.

The conversation covers Regulation D, the practical differences between Rule 506(b) and Rule 506(c), why Rule 506 is the most commonly used exemption, and why alternatives like Rule 504 rarely make sense for nationwide raises. We also explain why changes to securities laws, like changing accredited investor definitions take time, including the roles of Congress, the SEC, FINRA, and state regulators.

If you’re considering raising capital and feel confused or overwhelmed by the rules, this episode answers the exact questions most people ask at the beginning and explains why the answers are never as simple as they wish they were.

📚 Get one of our #1 Amazon best-selling e-books on capital raising — totally free!
Click this link to claim: https://syndicationattorneys.com/free-ebook/

🗓️ Book a free 30-minute consultation with one of our business development team:
https://syndicationattorneys.com/consultation

Kim Lisa Taylor and Krisha Young welcome back Cherif Medawar — renowned investor, fund manager, and educator — for a deep dive on how business owners and entrepreneurs can scale using his triple-net (NNN) lease model. Cherif breaks down how NNN properties work, why they provide stable and predictable cash flow, and how you can leverage them to expand your portfolio or business without unnecessary risk - and with his assistance. He also shares practical strategies for structuring deals, raising capital, and building win-win partnerships that fuel long-term growth. Whether you’re just starting out or ready to level up, this episode gives you the roadmap to scale your business from NNN to millions.

📚 Get one of our #1 Amazon best-selling e-books on capital raising — totally free!
Click this link to claim: https://syndicationattorneys.com/free-ebook/

🗓️ Book a free 30-minute consultation with one of our business development team:
https://syndicationattorneys.com/consultation

When a syndicated property goes back to the bank, it can feel like the end of the road—but it doesn’t have to be. In this episode, commercial mortgage expert Eric Stewart joins us to unpack what really happens when a syndicator loses a property to foreclosure, how lenders evaluate your future loan applications after a loss, and what you can do to rebuild your reputation and credit. 

We also dive into the darker side of “non-recourse” loans—those comforting words that sometimes come with hidden teeth. Eric explains how certain borrower actions, even accidental ones, can trigger bad boy carve-outs, turning a non-recourse loan into a personal liability nightmare. 

Whether you’re navigating a distressed asset or just trying to stay out of hot water, this conversation will arm you with practical strategies to mitigate risk, negotiate smarter, and recover stronger. 

📚 Get one of our #1 Amazon best-selling e-books on capital raising — totally free!
Click this link to claim: https://syndicationattorneys.com/free-ebook/

🗓️ Book a free 30-minute consultation with one of our business development team:
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Join Kim Lisa Taylor and Krisha Young as they sit down again with Troy Eckard, founder of Eckard Enterprises, to explore how oil and gas mineral rights have become a compelling alternative investment. Troy shares how his team evaluates opportunities, the unique advantages compared to traditional oil and gas deals, and why investors are increasingly turning to minerals as a stable, income-generating asset. From self-directed IRAs and 1031 exchanges to appraisal differences and wealth manager strategies, Troy reveals what investors need to know about entering this space. Whether you’re looking to diversify your portfolio or understand how alternative assets work, this episode will open the door to a world of energy-based wealth creation.

📚 Get one of our #1 Amazon best-selling e-books on capital raising — totally free!
Click this link to claim: https://syndicationattorneys.com/free-ebook/

🗓️ Book a free 30-minute consultation with one of our business development team:
https://syndicationattorneys.com/consultation

Kim Lisa Taylor and Krisha Young welcome Bob Bowman, the creator of Commercial Underwriter, one of the most popular commercial underwriting software platforms in the industry. Bob has built a reputation for helping real estate syndicators analyze deals with accuracy and speed. In this episode, he shares the secrets behind successful underwriting, what makes or breaks a deal, and how technology is reshaping the way professionals evaluate commercial real estate. Whether you’re new to underwriting or looking to sharpen your skills, Bob’s insights will help you approach your next deal with confidence and clarity.

📚 Get one of our #1 Amazon best-selling e-books on capital raising — totally free!
Click this link to claim: https://syndicationattorneys.com/free-ebook/

🗓️ Book a free 30-minute consultation with one of our business development team:
https://syndicationattorneys.com/consultation

Affordable housing is one of the most pressing issues today, and Levi Aberle is leading the charge with an innovative solution: barndominiums. In this episode, Levi, the founder of Fortified Buildings LLC, shares how his own experience of building a combination horse barn and house led to the creation of a new kind of affordable, energy-efficient home. With steel framing, radiant floor systems, and creative construction methods, Levi's company is developing subdivisions of homes that cost less, use less energy, and look just like traditional houses.

Join hosts Mola Bosland & Krisha Young as they dive into Levi's journey from Colorado to Indiana, the rise of barndominiums across the U.S., and how this unique approach to housing is making homeownership more accessible for all.

In this episode, you’ll learn:
✔️ The story behind Levi’s vision for affordable housing
✔️ How barndominiums offer a cost-effective and energy-efficient solution
✔️ The benefits of steel framing and radiant floor systems in construction
✔️ Why barndominiums are quickly gaining popularity across the country

Don't miss out on this insightful conversation about the future of affordable housing!

Join the conversation and learn how to use your personal story to connect with ideal investors and take your real estate business to new heights.

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📚 Get one of our #1 Amazon best-selling e-books on capital raising — totally free!
Click this link to claim: https://syndicationattorneys.com/free-ebook/

🗓️ Book a free 30-minute consultation with one of our business development team:
https://syndicationattorneys.com/consultation

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