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Category Archives: Taxation

Opportunity Zones

REAL ESTATE INVESTMENT: Qualified Opportunity Zone Fund

The Qualified Opportunity Zone Fund Program (OZ 2.0) is now permanent and better than ever.

Gains that Qualify for an Opportunity Zone

REAL ESTATE INVESTMENT: Gains that Qualify for Opportunity Zones

The Qualified Opportunity Zone Fund program offers some incredible incentives for all investors.  But, there are limitations to the kind of money that qualifies for the special tax treatment. 

Opportunity Zone investors

REAL ESTATE INVESTMENT: Who can Invest in an Opportunity Zone?

The Tax Cuts and Jobs Act established thousands of Qualified Opportunity Zones throughout the US.  But, who qualifies as an “investor” for the tax benefits under the program?

Opportunity Zone Projects

REAL ESTATE INVESTMENT: Opportunity Zone Projects

There is no question the Qualified Opportunity Zone Fund program provides investors with amazing tax benefits.  But, where are these “Zones” and what kind of projects will you be investing in?

Opportunity Zone Program

REAL ESTATE INVESTMENT: Opportunity Zone vs. 1031 Exchange

The Qualified Opportunity Zone Fund program began in 2017, but the new OZ 2.0 is really gaining attention.  Many real estate investors are now moving away from 1031  exchanges in favor of Opportunity Zone Funds.

FIRPTA

REAL ESTATE INVESTMENT: FIRPTA

Investors that come to us early can structure their US holdings to avoid unnecessary complications, such as withholdings under the Foreign Investment in Real Property Tax Act (FIRPTA).  If you did not plan ahead, then this article is for you.

BUSINESS: Where to Set Up your Company?

Just because you intend to do business primarily in one particular state does not mean that you necessarily have to set up your company in that state.  On the contrary, you can organize your company in any state (or even foreign jurisdiction) and then register that company to do business in the state where you do most of your business.  

Way through

REAL ESTATE INVESTMENT: 1031 Exchange (Part 1)

Under Section 1031 of the tax code, you can sell your property and reinvest some or all of the proceeds in another property without paying taxes on the reinvested money. Here is how.

REAL ESTATE INVESTMENT: 1031 Exchange (Part 3)

This is the third and final part of our discussion regarding the use of a 1031 Exchange to defer tax on real estate investments. Used correctly, real estate investors might even defer tax indefinitely—or at least during their lifetime.

PUA Unemployment Benefits

Business Guide to Coronavirus Stimulus Package: Unemployment Benefits

The Families First paid leave obligations are in effect, so it is time for business owners to make some tough decisions. Understanding the unemployment benefits available under the Pandemic Unemployment Assistance program is an important part of the analysis.