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Early-Stage Investing in 2023
The Perspectives You
Need to Know Now

2023 continues to be a tumultuous year in the early-stage investing eco-system.  Overall investment numbers continue to be down compared to the previous 4 quarters and the turn-around is, as best, a dim light at the end of the tunnel.  Join our panel of legal and early-stage investment experts as we explore the impact the economy and recent notices from Washington will have on your investment position and taxes for 2023 as well as providing a foundation for your 2024 strategy.


Possible Topics for Consideration by our Panel:

  • Most if not all of you know about 1202 and 1045 but are you aware of and taking advantage of 1244?  Are you leaving as much as 100K of losses on the table every year?

  • Will HR2792 have an impact on early-stage investing in 2024?

  • Are there any circumstances in which: (i) a private equity investor may be held liable for the liabilities of the underlying portfolio companies (including due to breach of applicable laws by the portfolio companies); and (ii) one portfolio company may be held liable for the liabilities of another portfolio company?

  • Are private equity investors or particular transactions subject to enhanced regulatory scrutiny in your jurisdiction (e.g., on national security grounds)?

  • Have there been any significant legal and/or regulatory developments over recent years impacting private equity investors or transactions and are any anticipated?

  • do not leave money on the table – be sure to attend this world-class expert panel and come away with great ideas that will likely save you tens if not hundreds of thousands of dollars.

Anthony l. Millin,   Anthony Millin is a trusted legal and business advisor to startup and emerging growth companies. As a startup attorney, a serial entrepreneur, a venture capitalist and the Chair of NEXT powered by Shulman Rogers, he brings a unique legal and business perspective to advising his clients.​

Steven M. Cohen,  Chair of the firm’s emerging business and technology practice, Steven M. Cohen represents entrepreneurs, private equity investors, and venture capital funds.​

​Ernest D. Holtzheimer,  Ernie effectively serves as outside general counsel to a number of emerging and middle market companies, advising such clients on their entity formations, capital raises (convertible debt, SAFEs, and priced financings), restructurings, supply and services agreements, material vendor contracts, loan documentation, and merger and acquisition activities.  Ernie is the GP of the Rowan University Innovation Venture Fund.​​​​

Ronald Weissman,  Ron is the Chair of the Board of Directors of the Angel Capital Association, with a focus on education and smart practices. He also chairs the Software Industry Group for the Band of Angels, Northern California's oldest Angel investment group and one of the oldest in the US.

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