Tag Archive: "Tax Planning"
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Tax Hedging in a Volatile Interest Rate Environment
Real estate companies often add significant debt loads to their balance sheets when acquiring rental properties. In a rising interest rate environment, a real estate company’s profit margins can quickly erode if the company has issued floating rate debt. Conversely, in a declining interest rate environment, a real estate company could suffer adverse P&L consequences […]
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Intersection of Current Tax Legislation and Opportunity Zones?
Opportunity zone legislation has been proposed several times over the past two years, but the current political uncertainty makes its future uncertain.
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Planning for Deferred Tax Liabilities on Opportunity Zone Investments
Opportunity zone investors are schedule to recognize significant tax liabilities on deferred gains invested into qualified opportunity funds. Determining strategies to manage or minimize these taxes is a critical action in the OZ toolkit.
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New Life for Opportunity Zone Legislation?
New legislation was introduced that would extend the opportunity zone program to 2028, and make other modifications to the program.
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Tax Planning Strategies for 2022 and Beyond
Happy holidays, everyone! The following are just a few year-end strategies that could yield significant tax benefits for 2022 and beyond. Roth IRA conversions Many retirement account values decrease in 2022, presenting an opportunity for taxpayers to consider converting their traditional IRA to a Roth IRA. When a traditional IRA is converted to a Roth […]
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Quick Year-End Tax Planning Ideas
Numerous news outlets have reported that the Biden Administration continues to seek a path forward for its “Build Back Better” economic stimulus and social spending plan, despite not having the support of key Democratic Senator Joe Manchin. In an evenly divided Senate, the Democrats will need the support of every member of their party in […]
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CLA Livestream: Flexible Tax Planning for Organization Leaders, Owners & Operators
I had an awesome time with Jennifer Rohen, Susan Roberts and Andy Bollman on last week’s CLA Livestream. We discussed flexible tax planning in light of President Biden’s recent tax proposals. Please click here to watch a replay.