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October 18, 2024 Jeff Chenevey, Kevin Sexton

AI Beyond the Hype: What Does It All Mean?

Artificial Intelligence — are there any two words that evoke more excitement and fear in today’s business environment? Experts predict Artificial Intelligence (AI) will either be the most transformative technology in the history of mankind or will lead to our demise. Ultimately, the...

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October 11, 2024 Nick Antonopoulos

How Your Private Real Estate Fund Can Use Fair Value Reporting to Value Investments

Whether this is your first fund, or this is your first private fund exclusively invested in real estate, your investors will want relevant information when it comes to the fund’s value. However, historical reporting methods, such as accounting principles generally accepted in the United...

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September 25, 2024 Logan Rose

How to Capitalize Your Company’s Internal-Use Software Costs

Businesses continually look for ways to improve their processes and streamline operations, giving them a competitive edge in their industry. Technology plays an important role, with organizations looking to either buy or develop software that can help them achieve critical efficiencies.But how do...

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September 19, 2024 Jayne Callahan, Hannah Prengler

New Illinois Qualifying Investment Partnership Rules Offer Opportunity, Added Compliance

On June 7, 2023, Illinois Governor J.B. Pritzker signed into law Senate Bill 1963, significantly changing the state’s qualified investment partnership provisions. Specifically, the law modifies the definition of “investment partnership” and “qualifying investment...

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September 10, 2024 Dave Sobochan

Regulations Clarify How REITs Can Sell or Transfer Key Tax Credits

On April 25, 2024, the Treasury Department released final regulations under Internal Revenue Code Section 6418, providing clarity regarding the transfer and sale of certain tax credits by, or on behalf of, a Real Estate Investment Trust (REIT). The overview below illustrates how these...

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September 06, 2024 Robert Venables, Miroslav Georgiev, Marco Montefiori, Brandon Miller, Ray Polantz, Jonathan Williamson

AICPA Tax Adviser Highlights Partnership Rules, Sec. 163(j), Bitcoin ETFs and More

It was my pleasure to serve as editor of this year’s AICPA Tax Adviser August Tax Clinic, a special section our firm has been honored to oversee and contribute to for decades under my colleague Tony Bakale.With the passing of this torch, I was excited to be entrusted with delivering...

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September 03, 2024 Laura Sefcik

Trusts & Taxes 101: Probate & Estate/Gift Taxes

Explore key planning strategies to efficiently transfer assets to beneficiaries, while avoiding probate, and learn more about estate and gift tax planning.

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July 17, 2024 Nick Antonopoulos

How to Know if Your Real Estate Entity Has Triggered an Impairment Loss

The real estate markets have endured countless boom-and-bust cycles over the years, resulting in extreme valuation highs and some very significant lows. One day your property has positive cash flow, the valuation has more than doubled, new tenant move-ins are out pacing move-outs and expectations...

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June 24, 2024 Jason Jones

What is the Best Way to File Your Beneficial Ownership Information — PDF or Online Portal?

NOTE: As BOI regulations continue to evolve, please see our BOI Reporting Resource Center for the most up-to-date reporting deadline information. The beneficial ownership information reporting obligations under the federal Corporate Transparency Act require a reporting company to provide certain...

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June 18, 2024 Dave Sobochan

IRS Clarifies Impact of Electric Vehicle Charging Stations on REIT Status

On March 29, 2024, the IRS released Private Letter Ruling 202413004, providing its first piece of guidance regarding whether a REIT may receive income from electric vehicle (EV) charging stations at its rental properties without detrimentally impacting its REIT status. With the proliferation of...

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