Crowdfunding ECO Town Hall Ask to Join

Hello,

The countdown is nearly over.

In just 72 hours, Early Bird registration for the 2026 Regulated Investment Crowdfunding Summit will close.

This is more than a conference. It's where industry leaders exchange ideas, policymakers engage with practitioners, innovators showcase what's next, and the future of capital formation is discussed by the people helping to build it. If you've been considering attending, now is the time to act. Join the conversations that will shape the next chapter of regulated investment crowdfunding.

Register before Early Bird pricing ends: ricsummit2026

Industries aren't transformed by chance; they're transformed when leaders come together.

In just 10 days, Early Bird registration for the 2026 Regulated Investment Crowdfunding Summit comes to a close. Join policymakers, investors, issuers, funding portals, legal experts, and innovators for the premier gathering dedicated to the future of regulated investment crowdfunding and capital formation.

Secure your Early Bird rate before July 21: ricsummit2026

Member Tip: Join CfPA first! Individual memberships start at just $9.99 and include discounted Summit registration. Become a member: https://cfpa.org/joinus

Interested in sponsoring the Summit?

Affordable sponsorship packages are available, offering valuable visibility and engagement with leaders across the crowdfunding and fintech sectors while supporting the important work of the Crowdfunding Professional Association. Sponsorship inquiries: summitsponsor@cfpa.org

Hello,

CfPA has submitted its official comment letter to the U.S. Securities and Exchange Commission (SEC) in response to the agency's Draft Strategic Plan for Fiscal Years 2026–2030.

As the leading trade association for the regulated investment crowdfunding industry, CfPA values opportunities to engage with policymakers and contribute perspectives that support innovation, investor protection, and efficient capital formation. Our comment letter outlines key priorities for strengthening the regulatory environment and advancing a vibrant, credible, and growing crowdfunding ecosystem.

We appreciate the SEC's commitment to seeking public input and look forward to continued engagement on issues that matter to entrepreneurs, investors, funding portals, and the broader private capital markets.

Read our full submission here: https://www.sec.gov/comments/DSP-3/dsp3-953199-2941468.pdf

Join the Crowdfunding Professional Association tomorrow for an important educational discussion on the tax issues that many investors overlook until it's too late. From potential tax advantages and reporting requirements to common pitfalls associated with startup and private-company investments, this free webinar will provide practical insights that every investor should know.

The panel will explore topics including Qualified Small Business Stock (QSBS), Section 1202 benefits, Section 1045 rollovers, Section 1244 losses, Schedule K-1s, SAFEs, LLC investments, crowdfunding vehicles, and other structures commonly used in online private offerings.

Whether you're an investor, issuer, advisor, platform operator, or ecosystem participant, this is an opportunity to gain knowledge that could help you make more informed decisions and avoid costly surprises.

The webinar is tomorrow. Secure your spot now and don't miss this timely conversation: https://us06web.zoom.us/webinar/register/WN_Gpv5uLmpTU6u5kb5yN_v6Q

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