# Insights

#### The latest news and alts industry thought leadership from WealthForge.

#### [QOZ 2.0: How the One Big Beautiful Bill Act Transforms Opportunity Zone Management](https://www.wealthforge.com/wealthforge-insights/qoz-2.0-how-the-one-big-beautiful-bill-act-transforms-opportunity-zone-management)

[Alex Pauliukonis](https://www.wealthforge.com/wealthforge-insights/author/alex-pauliukonis): Sep 18, 2025 9:58:29 AM  
The "One Big Beautiful Bill Act" has fundamentally changed the Qualified Opportunity Zone program structure. Here's what sponsors need to understand...

#### [Episode 4 - The Salesman: Part 3](https://www.wealthforge.com/wealthforge-insights/episode-4-the-salesman-part-3)

[Alex Pauliukonis](https://www.wealthforge.com/wealthforge-insights/author/alex-pauliukonis): Mar 26, 2024 2:36:14 PM  
Welcome to the conclusion of Episode 4 of Forge in Focus! We are excited to present the finale of the conversation with Michael Roman, as we delve...

#### [Episode 4 - The Salesman: Part 2](https://www.wealthforge.com/wealthforge-insights/episode-4-the-salesman-part-2)

[Alex Pauliukonis](https://www.wealthforge.com/wealthforge-insights/author/alex-pauliukonis): Mar 12, 2024 12:28:44 PM  
Welcome back to Episode 4 Part 2 of Forge in Focus! We are thrilled to continue our deep dive into the team at WealthForge Securities, with this...

#### [Episode 4 - The Salesman: Part 1](https://www.wealthforge.com/wealthforge-insights/episode-4-the-salesman-part-1)

[Alex Pauliukonis](https://www.wealthforge.com/wealthforge-insights/author/alex-pauliukonis): Mar 5, 2024 12:32:12 PM  
We are thrilled to bring you another episode of Forge in Focus, our podcast series where we delve into the minds and journeys of the team at...

#### [Reszi Selects WealthForge As Managing Broker-Dealer](https://www.wealthforge.com/wealthforge-insights/reszi-selects-wealthforge-as-managing-broker-dealer)

[Heather Acey](https://www.wealthforge.com/wealthforge-insights/author/heather-acey): Oct 18, 2023 12:28:34 PM  
*This press release is written by the Reszi team and contains portions of the original release. Dallas, Texas, October 1, 2023: Texas-based...

#### [Unlocking New Potential:  Switching from 506b to 506c Mid-Raise](https://www.wealthforge.com/wealthforge-insights/unlocking-new-potential-switching-from-506b-to-506c-mid-raise)

[Jim Raper](https://www.wealthforge.com/wealthforge-insights/author/jim-raper): Sep 25, 2023 3:27:11 PM  
When it comes to raising capital, companies have options. The most common in terms of both volume and investors is a private placement utilizing the...

#### [Does Your Managing Broker-Dealer Go the Extra Mile?](https://www.wealthforge.com/wealthforge-insights/does-your-managing-broker-dealer-go-the-extra-mile)

[Alex Pauliukonis](https://www.wealthforge.com/wealthforge-insights/author/alex-pauliukonis): Aug 24, 2023 3:22:03 PM  
Regulations within the alternative investment industry constantly evolve. With its dynamic nature, it can prove difficult for financial advisors and...

#### [Top 5 Advantages of Rule 506(c)](https://www.wealthforge.com/wealthforge-insights/top-5-advantages-of-rule-506c)

[Jim Raper](https://www.wealthforge.com/wealthforge-insights/author/jim-raper): Jul 25, 2023 9:50:51 AM  
When Title II of the Jump Start our Business Startups (JOBS) Act took effect in September 2013, Rule 506 of Regulation D was split into 2 distinct...

#### [Can the Regulation A Exemption Be Used for a Syndicated Offering?](https://www.wealthforge.com/wealthforge-insights/can-the-regulation-a-exemption-be-used-for-a-syndicated-offering)

[Jim Raper](https://www.wealthforge.com/wealthforge-insights/author/jim-raper): Jun 29, 2023 12:16:09 PM  
The JOBS Act of 2012 created and revised methods for small and emerging companies to raise capital. Regulation A (Reg A), one of the available...

#### [Legion Capital Selects WealthForge As Managing Broker-Dealer](https://www.wealthforge.com/wealthforge-insights/legion-capital-selects-wealthforge-as-managing-broker-dealer)

[Heather Acey](https://www.wealthforge.com/wealthforge-insights/author/heather-acey): Jun 27, 2023 9:59:17 AM  
Legion Capital, a specialized real estate development lender, has chosen WealthForge as its new managing broker-dealer. Legion will benefit from...