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SEC Updates with Kim Taylor

Mike Taravella interviews Kim Taylor of Syndication Attorneys.

Key Information:

Kim Lisa Taylor is a nationally recognized corporate securities attorney, speaker and the author of the No. 1 Amazon best selling book “How to Legally Raise Private Money”. She is the founder of Syndication Attorneys, PLLC and, whose purpose is to provide quality legal advice, plain English offering documents and professionally designed marketing materials for clients nationwide.

Recent SEC Regulation Changes

  • Accredited Investors:
    • Investors with securities licenses
    • Non-married couples with combined income that passes the threshold
    • Any entity that has $5MM in assets under management

506B Offering–

  • Offering may not be sold to more than 35 non-accredited investors
  • No general solicitation or advertising to market the offering


  • All purchasers in the offering must be accredited investors
  • Can engage in general solicitation and advertising of offering

Expert Pro Tip: “Build an Investor Marketing Program”

Contact Information:


Book –

Podcast – Raise Private Money Legally

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