BE A PLANNER SHOW
By NP ROSS CPA
RESOURCES
BE A PLANNER SHOW
By NP ROSS CPA
RESOURCES
In December 2023, the SEC released a staff review* of the current accredited investor definition as it pertains to natural persons suggesting the Commission consider adjusting it for inflation.
IF the accredited investor wealth thresholds for individuals were adjusted for inflation:
Net Worth requirement (excluding primary residence) would increase from $1M -> $3M
Individual Income $200,000. -> $607,000.
Joint Income threshold increase $300,000 - $911,000.
NOTE: This staff review did NOT propose or recommend changes to the accredited investor definition. However, the current Regulatory Flexibility agenda indicates that the Commission may consider changes to Regulation D, including the accredited investor definition, in the coming year, and the Commission often considers staff reviews like this one in its rulemaking efforts.
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