Jacko Law Group, PC (JLG) Tips

The Jacko Law Group legal team is thrilled to make available, our weekly JLG tips, to help Investment Advisers, firms, broker-dealers and other practitioners in the finance and securities sectors with important factors or changes in regulatory compliance and tax.

As one of the most dynamic yet heavily regulated professions in the economy, those in the investment advisory space must contend with frequent changes to regulatory requirements and avoid nuanced tax pitfalls during initial structuring or restructuring.

Jacko Law Group Managing Partner and CEO Michelle Jacko will share her expertise in securities regulatory compliance to alert those in the space to new regulations, provide guidance on compliance issues, and tips on how to establish and maintain a robust regulatory compliance program.

Tax and Exit Planning attorney, Jeremiah Baba Pagano will be sharing Tax Tips to help those in the industry optimize tax advantages and avoid unnecessary tax burdens. Jeremiah is specialized in tax law and is a certified exit planning professional. With years of experience in regulatory compliance and corporate law as well, he offers his clients a 360-degree approach to ensure the success of their business.

See this month's tips below.

Regulatory Tips by
Michelle Jacko

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Tax Tips by
Jeremiah Baba Pagano

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For legal matters and other inquiries, please contact us at 619.289.2880 or via our contact form. 

 

 

Who is Jacko Law Group, PC

Jacko Law Group, PC (JLG) is a securities and corporate law firm serving some of the most regulated professionals in the finance and securities sectors. We provide legal counsel to, investment advisers, broker-dealers, private fund advisers, Investment companies and more.

With decades of experience, our lawyers are industry leaders in corporate and securities law. This means that we help you start, build out, transition or exit, while giving you the tools to stay compliant with regulatory bodies.

 

17+

years helping businesses thrive.

1000+

businesses have used JLG for their business legal needs.

20,000+

Business contracts created for our clients.

Corporate and Securities Legal Services

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