Red Flags & Best Practices in Private Equity with McCall Harris

In this episode of the Trusted Podcast, your host, estate planning attorney, Blake Johnson, speaks with McCall Harris of Trusted Estate Planning Attorneys, a seasoned attorney with six years of experience in private equity securities law, specializing in Form ADV and Form D/Blue Sky filings. A graduate of BYU Law, McCall combines her legal experience with a passion for helping clients navigate complex regulatory landscapes.

Tune in to the episode to hear about:

 * Insights into McCall’s background, including her time at BYU, a service mission in Germany, and working in a back-office firm focused on private investments

• Critical concepts of private equity, such as accredited investor status
• Common red flags to watch for when evaluating deals
• The importance of transparent communication, proper documentation, and market research for those interested in private equity investments
• Professional advice Blake and McCall have received, underlining a commitment to exceeding client expectations

Learn more about McCall Harris:

 * Connect with McCall on LinkedIn: https://www.linkedin.com/in/k-mccall-harris-a55ba4258

 * Read McCall’s bio on Trusted Estate Planning Attorneys’ website: https://trustedepa.com/about/meet-our-attorneys/mccall-harris

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About the Trusted Podcast:

In each episode of the Trusted Podcast, Blake Johnson, managing partner at Trusted Estate Planning Attorneys, interviews professionals in different areas of life that you need as a trusted source of information, including trust and estate planning. You can trust this podcast to provide information on estate planning and related fields.

Watch or listen to more episodes of Trusted:

 * Website: https://trustedepa.com/podcast/

 * YouTube: https://www.youtube.com/@trustedestateplanningattor349

 * Apple: https://podcasts.apple.com/us/podcast/trusted-podcast/id1481377757

 * Spotify: https://open.spotify.com/show/2asi0OtFFvl7YCkdNqhqLL

Connect and learn more from your host, Blake Johnson:

 * Connect with Blake on LinkedIn: https://www.linkedin.com/in/estateplanningattorneylasvegas

 * Follow Trusted Estate Planning Attorneys on LinkedIn: https://www.linkedin.com/company/trustedepa

 * Follow Trusted Estate Planning Attorneys on Facebook: https://www.facebook.com/trustedepa

 * Read Blake’s bio on his website: https://trustedepa.com/meet-our-attorneys