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September 13, 2022 Gino Scipione, Sarah Lee

How to Document Your Eligibility for PTC and ITC Energy Tax Credits

There’s been much talk lately about the clean energy federal tax credits supplied by the Inflation Reduction Act (IRA), particularly regarding bonus and enhanced rates on the renewable electricity production tax credit (PTC) and Investment Tax Credit (ITC). These credits provide competitive...

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August 26, 2022 Dave Sobochan, Michael McGivney

15 Takeaways from the Inflation Reduction Act’s Clean Energy Tax Incentives 

On August 16, 2022, President Biden signed into law the Inflation Reduction Act of 2022 (IRA). With many provisions derived from the previously proposed but not passed Build Back Better Act, the law introduces, modifies, extends, and bolsters numerous clean energy tax incentives available to both...

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July 06, 2022 Wesley Skupski

Ohio Expands Historic Rehabilitation and Opportunity Zone Investment Tax Credits

With rising interest rates and construction costs soaring, the real estate and construction industry has felt significant pressure recently. Ohio Governor Mike DeWine intends to relieve some of that pressure with Senate Bill 225 (S.B. 225), which he signed into law on June 14, 2022. The bill...

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April 12, 2022 Lisa Metzinger

5 Differences Between Income Tax Basis and GAAP for Real Estate Investors

How an entity’s financial statements are presented is often governed by bank documents or investor agreements, leaving owners of real estate firms without much of a choice in the matter. However, in some instances, you may have a choice between using income tax basis or GAAP to present your...

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February 21, 2022 Robert Venables

Does Your Partnership or S Corp Need to File a K-2 or K-3 for Its 2021 Taxes?

Partnerships and S Corporations with certain foreign activity or foreign owners may have a surprise in their returns this year — in the form of additional reporting via Schedules K-2 (Partners’ Distribute Share Items – International) and K-3 (Partner’s Share of Income...

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February 11, 2022 Corey McLaughlin

5 Proposed Changes to the Investment Advisers Act That Could Impact Private Fund Advisers

On February 9, 2022, the Securities and Exchange Commission (SEC) voted to propose new rules and amendments to the Investment Advisers Act of 1940 that, if adopted, will significantly affect private fund advisers. Below highlights the primary changes and their potential impact.Proposed Investment...

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February 10, 2022

How to Maximize the Tax Benefits of Capital Expenditures

Posted by Peter Myeroff

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January 14, 2022 Jonathan Williamson

Deadline Approaching for Round I of Ohio Brownfield Grant Applications

Ohio has allocated $500 million in funding for brownfield assessment, remediation and demolition in its 2022-2023 budget. To be considered a “brownfield,” a property must be linked to either known or potential releases of hazardous substances, including asbestos abatement.Run by the...

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December 06, 2021 Angel Rice

How to Claim Ohio Opportunity Zone Tax Credits in 2022

Earlier this year, Ohio passed its 2022-2023 operating budget. The legislation not only renewed the Ohio Opportunity Zone (OZ) Tax Credit, retaining the previous fiscal biennium limit of $50 million in tax credits to be issued, but it also doubled the amount a single application can claim —...

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November 23, 2021 Laura Sefcik

9 Year-End Tax Planning Strategies High-Net-Worth Individuals Need to Know for 2021

The election of a new president in 2020 created much speculation regarding changes to tax law, but minimal lasting changes actually took place in 2021.While the Consolidated Appropriations Act and American Rescue Plan modified and expanded some tax provisions for 2021, we still rely on the Tax...

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