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Tax Considerations for Reg CF & Reg A Investors: QSBS, K-1s, Losses, and What the Crowd Should Know
Investing in Regulation Crowdfunding and Regulation A offerings can open the door to early-stage startups, small businesses, real estate projects, and other private-market opportunities. But many investors do not realize that these investments can also come with tax considerations that differ significantly from public-market investing. Moderated by Brian Belley, President of CfPA, this webinar will explore practical questions that often arise for Reg CF and Reg A investors, including potential tax benefits, reporting obligations, and common surprises that can come with startup and private-co
The discussion will go beyond basic capital gains concepts and may cover topics such as Qualified Small Business Stock, Section 1202, Section 1045 rollovers, Section 1244 losses, Schedule K-1s, LLC and partnership investments, crowdfunding vehicles, SAFEs, revenue-share instruments, and other structures commonly seen in regulated investment crowdfunding offerings. This session is designed for investors, platforms, issuers, advisors, and ecosystem participants who want a clearer understanding of the tax-related issues that can affect investor experience and long-term outcomes in the Reg CF and Reg A markets. The webinar will be educational in nature and is not intended as tax, legal, or investment advice.
What Attendees Will Learn
- What investors should understand before investing in Reg CF or Reg A offerings
- How different investment structures may create different tax outcomes
- Potential tax benefits that may apply to certain startup investments
- Why investors may receive tax documents such as Schedule K-1s
- Common tax-related surprises in crowdfunding investments
- Questions investors should ask before committing capital
Disclaimer: This webinar is for educational and informational purposes only and does not constitute tax, legal, accounting, investment, or financial advice. Attendees should consult their own qualified advisors regarding their specific circumstances.
Register Now: https://us06web.zoom.us/webinar/register/WN_Gpv5uLmpTU6u5kb5yN_v6Q
How to File Your Form C-AR Yourself for Free!
Hello,
Join us for SuperCrowdHour, May 20, 2026, at 12:00 PM Eastern. Devin Thorpe will lead a session on “How to File Your Form C-AR Yourself for Free!” Designed for founders and issuers navigating regulated investment crowdfunding, this practical session will walk attendees through the annual Form C-AR filing process and show how to complete it independently without unnecessary legal or filing expenses.
Devin will explain what information is required, common mistakes to avoid, important deadlines to remember, and how staying compliant helps build trust with investors while protecting your raise. Whether you’ve recently closed an offering or are preparing for your first annual report, this SuperCrowdHour will provide a clear, cost-effective roadmap to filing your Form C-AR with confidence.
Register Now: thesupercrowd.com/20may26
Early bird tickets for the CfPA 2026 Regulated Investment Crowdfunding Summit are now available.
The wait is over. Early bird tickets for the CfPA 2026 Regulated Investment Crowdfunding Summit are now available. This is your opportunity to be part of one of the most influential gatherings in the investment crowdfunding ecosystem. Whether you're a founder, investor, policymaker, or industry professional, this summit brings together a diverse community shaping the future of capital markets.
Join us for powerful conversations, meaningful connections, and forward-thinking ideas that are driving the evolution of investment access worldwide.
Register now to reserve your place: Regulated-investment-crowdfunding-summit-2026
CfPA Brand Assets and Badge Usage Guidelines
Hello,
The Crowdfunding Professional Association (“CfPA”) makes certain brand assets available for limited use by eligible members, sponsors, and approved partner organizations. These assets include the CfPA logo, CfPA member badges, and CfPA sponsor badges.
The guidelines cover where and how these assets can be used, and best practices to maintain brand integrity. Please take a moment to review the document and let us know if you have any questions.
https://docs.google.com/document/d/1nzoV2MZus2fTc6qHatirJgDcILbsyq-ibGxRiCO01u8/edit?usp=sharing
Beyond Equity: Novel and Emerging Investment Types for Investors
Regulated investment crowdfunding is no longer limited to “startup equity” or “small business debt.” In this month’s free CfPA webinar, we’ll explore the novel and emerging investment structures showing up across Reg CF and Reg A+, including creator-economy revenue share offerings, music royalties, film and entertainment deals, and other non-traditional security types.
Joining us are Paul Lovejoy, a financial advisor and prolific Reg CF/Reg A+ investor; Scott Kitun, Chief Business Officer at GigaStar (a Reg CF platform enabling investors to participate in YouTube creator revenue share offerings); and Allison Miettunen, an experienced Business Consultant with a demonstrated history of working with startups in the FinTech industry.
We’ll break down how these deals work, what makes them different from traditional equity/SAFE/debt, the key diligence questions investors should ask, and what these models could mean for the next phase of the market.
Register now: https://us06web.zoom.us/webinar/register/WN_GfHbtN3mQdigrlDO3W2_4w