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If you invest in private companies or make angel investments, you will be asked to show that you are an accredited investor. Or else perhaps you are already being asked to prove that you satisfy personal income or net worth standards or even more complicated standards.  You will be asked to show your tax returns or some other evidence.  But there is a safe harbor that allows you to maintain complete privacy. Attorneys can certify this for you according to the SEC, and you do not need to share any information about your finances with anyone else. As attorneys, we follow professional rules of ethics. We do not disclose attorney-client confidential information. You can trust that your information will be private.

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The Nick Yocca Law Firm is committed to answering your questions regarding business law, corporate compliance, and other important legal matters in Orange County.

We'll gladly discuss your case with you at your convenience. Contact us today to schedule an appointment!