Investor Central

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Wednesday, October 7, 2020

Buy Robinhood Pre IPO shares now and profit big before the IPO!

We have Pre IPO shares in Robinhood at a 5 Billion Dollar valuation right now They have a post money valuation from their last round of Venture Capital Funding of 11.2 Billion. If you are an Accredited Investor contact me today for share price and details on how to participate. This will be the biggest IPO of 2021 and now is the time to own shares at a big discount (50%) or more to their expected IPO trading price.

On the heels of a large Series F round three months ago, Robinhood announced Monday that it raised a $200 million Series G led by D1 Capital Partners, giving the company a valuation of $11.2 billion.

The Menlo Park-based fintech company, founded in 2013, has focused on investment education and making stock trading accessible to everyone.

We reported in May that the company raked in a $280 million Series F round led by Sequoia Capital, with participation from investors including New Enterprise Associates, Ribbit Capital and Unusual Ventures.

Including this new round, Robinhood has now raised more than $1.7 billion, according to Crunchbase data.

In a blog post, the company said it will use the new funding to continue investing in its core product as well as in customer experience. Last week, it announced it would hire hundreds of registered financial representatives in Southlake, Texas, and Tempe, Arizona. It also said it will add support staff across all of its locations to assist in reducing response times, building more self-service tools, and enhancing informational and educational tools.

“We believe investing at its core is a democratic concept—it allows people to take part in the success of a company or sector they believe in,” the company said in a written statement. “With our latest round of funding, we’ll continue empowering people in their financial lives and enabling a more democratic financial system.”

As we have reported in the past, it has been widely speculated that Robinhood is poised for an initial public offering. Reuters reported something similar again on Monday, saying the company has benefitted from reports of surges in day trading that are likely to continue.



Michael Welsh

Marketing  Director


26 Park Street

Montclair NJ, 07042


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Wednesday, September 30, 2020

- Follow Up - Defer 2019 Capital Gains Tax Using Opp Zones - US Treasury Rules & FAQ's

- Learn How to Defer the Capital Gains Tax on the Sale of ANY Asset & Pick Up One Hour Continuing Education Credit

View this email as Webpage                                                                                                                     239-898-8918

US Treasury Final Regs on Opportunity Zones & FAQ's

Hello   - 

Today, I want to provide you with a little more detail  from the US Treasury as a follow-up to last week's CPA Academy's CE Webinar on Opportunity Zones with Urban Catalyst. You'll find this piece to provide a good overview as to the program's benefits along with some clarification on the mechanics of  some of the legislation's "moving parts". (Click below:)


Final Regulations on Opportunity Zones: Frequently Asked Questions - US Treasury December 19, 2019


If you have questions as to how Opportunity Zone Funds might benefit your clients facing large Capital Gains Taxes, just reach out to me to set up a call to discuss.


I'm going to close by bringing up again the fast approaching October 15th deadline for deferring 2019 Eligible Capital Gains.


Thank You for your interest & I look forward to our working together,




"Informed Investors Simply Make Smarter Investment Decisions"

Steve Arnold



Take a look at Sean's Article summarized below and let me know how I might further assist you with your interest in Opportunity Zone Funds.

Why the October 15th Deadline Matters

by Sean Raft, on Aug 13, 2020 

Have you experienced a capital gain from the sale of stock, the sale of real estate, or the sale of a business? Did you know that if you had a capital gains event that occurred on or after October 4, 2019, you may still be eligible to invest in an Opportunity Zone Fund? And if your eligible Capital Gain was taken within an entity you may be able to "look back" the entire 2019 calendar year.

And, if you’ve opted for a late tax filing date for 2019, you now have until October 15th to invest your capital gains from 2019 to avoid paying capital gains taxes without having to file an amended return. 

Here’s why now is the time to take action: 

  • If you invest in an Opportunity Zone Fund in time to include the investment in your late-filed 2019 tax return, you may be eligible to defer the taxes on the gain invested. 

  • Even though you are eligible to invest your 2019 capital gains into an Opportunity Zone Fund through December 31st, you can avoid the hassle, time, and cost of filing an amended return after October 15 by including the investment in your 2019 tax return. 

Don’t end up paying taxes on your capital gains when there’s an alternative. Opportunity Zone investments allow you to defer and potentially eliminate federal capital gains taxes. 

Don’t miss out on this “once-in-a-lifetime” tax deferral program. You can invest in our portfolio of seven projects consisting of residential, office, hotel, and retail developments in the heart of Silicon Valley.


A properly structured Opportunity Zone Fund allows you to defer Capital Gains Tax on the sale of ANY Asset while making an investment that potentially will generate tax free income.

  • The Sale of Residential or Commercial Real Estate ,
  • The Sale of a Business,
  • The Sale of Stocks & Bonds,
  • The Sale of any type of Collecion,
  • The Sale of anything that generates a Capital Gain

At any time feel free to reach out to me with questions or to request information on my available recommendations.

For now, "Thank you" for your interest & let me know how I might be of assistance.

All the best,

"Informed Investors Simply Make Smarter Investment Decisions"

Steve Arnold





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Friday, August 21, 2020

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