Tilden Moschetti, a syndication attorney and the founder of Moschetti Law Group, discusses the qualifications for an individual to be an Accredited Investor. For individuals, one way is to hold a specific securities license registered through FINRA and recognized by the SEC. However, Moschetti emphasizes that real estate brokers, CPAs, and lawyers are not automatically accredited. The main tests to determine an Accredited Investor are the income test and the net wealth test. For the income test, the individual's taxable income should be greater than $200,000 for the past two years, and it's expected to continue in the present year. If investing with a spouse, the combined income should be over $300,000. The net wealth test requires a net worth over $1 million, excluding the equity in the primary residence. If the primary residence is financially underwater, the negative equity is included in calculating net wealth. Moschetti offers his services to those needing assistance with syndications and private placement memorandums.
Read more about Accredited Investors - What is an Accredited Investor under Reg D Rule 501?: https://www.moschettilaw.com/accredited-investor-definition/
Read more about Reg D Rule 501 - Rule 501 of Reg D: Accredited Investors and Definitions: https://www.moschettilaw.com/rule-501-of-reg-d/
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Syndication Law & The Private Placement Memorandum Attorney