QSBS for Private Equity: A Practical Playbook for Fund Managers
Qualified Small Business Stock (QSBS) under Section 1202 can provide powerful tax advantages for private equity funds when stock is acquired at original issuance, the issuer meets the gross-asset and active-business requirements, and the five-year holding period is satisfied. This guide outlines how to structure QSBS-eligible deals, document compliance, and apply the §1202(g) pass-through for fund investors.
Master Joint Venture Agreement to Develop and Lease Shopping Centers
This Master Joint Venture Agreement governs the relationship between a company and a developer for acquiring, developing, leasing, and managing shopping centers. It sets out contributions, ownership interests, management rights, profit distributions, restrictions on transfers, and protections in case of death, dissolution, or termination.
Joint Ventures in Florida: Legal Definition, Five-Factor Test, and Key Business Risks
A Florida joint venture exists when two or more parties share profits, losses, control, and ownership in a limited business project. This guide explains the legal definition, five required elements, and common pitfalls entrepreneurs face when teaming up on deals.
Regulation S: Offshore Offers and Sales Under the U.S. Securities Act of 1933
Discover the essentials of Regulation S, the SEC’s framework for governing securities offers and sales outside the U.S. without registration under the Securities Act of 1933. This comprehensive guide details key rules, definitions, and compliance requirements, including offshore transactions, distribution compliance periods, and restrictions on U.S. market activities. Perfect for issuers, distributors, and investors navigating international securities markets.
Project Crypto and the Digital Finance Revolution
SEC Chair Paul Atkins’ launch of Project Crypto signals a major shift in U.S. digital asset policy — from regulation by enforcement to risk-based rulemaking. In this analysis, Montague Law breaks down the initiative’s key pillars, what it means for token issuers and DeFi builders, and why this could mark the beginning of a more coherent, innovation-friendly legal framework for crypto in the U.S.
The Clarity Act Analysis
The Clarity Act of 2025 is poised to become one of the most transformative crypto regulatory frameworks ever proposed in the United States. For the first time, Congress has created a formal legal path for blockchain tokens to shed their “security” label and emerge as fully tradable “digital commodities.” This two-part analysis explores how token issuers can benefit from the Act’s new safe harbors, definitions, and exemptions—and what it means for developers, exchanges, and DeFi protocols navigating today’s regulatory minefield.
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