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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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November 22, 2021 Marie Brilmyer

5 Tax, Assurance and Business Areas to Watch in 2021 and Beyond

Talk about being thankful. We had more than 350 clients and friends register for our annual fall CPE day — undaunted by the virtual format we presented in again this year. We are always truly happy to put together this day, no matter the format, to help educate clients on what they need to...

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September 28, 2021 Dave Sobochan

Real Estate Reset? 3 Areas of Taxation the Build Back Better Bill Could Impact

On September 15, 2021, the House Ways and Means Committee approved tax increase provisions Congress will review as a part of the Build Back Better reconciliation legislation. These changes, if enacted, would require real estate and construction businesses to reset some of their key traditional...

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September 02, 2021 Angel Rice

Amendments to Qualified Opportunity Zones Clarify 2 Key Areas

The IRS recently issued corrective amendments to the final Qualified Opportunity Zone (QOZ) regulations. The amendments, effective August 5, 2021, and applicable on or after January 13, 2020, clarify the use of the working capital safe harbor and its interaction with the requirements to be...

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August 20, 2021 Michael Boncher

How Investing in Opportunity Zones Could Minimize the Impact of Gift Tax Exemption Changes

Many taxpayers are considering updating their estate plans to get ahead of expected tax law changes that may impact the lifetime exemption for gifting property. Currently those exemptions sit at $11.7 million per person but are scheduled to sunset on December 31, 2025, when they will revert to $5...

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August 06, 2021 Hannah Prengler

How Sales & Use Tax Can Affect Construction Contractors

As a part of our series aimed at helping you navigate the impact of sales and use tax on your business, periodically we will focus on the impact of these taxes on specific industries, beginning with a high-level look at construction.Construction contractors face many complexities when navigating...

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May 10, 2021 Lisa Metzinger

Ohio Offers Property Owners Chance to File COVID Complaint for Additional Tax Relief

Real estate, like many industries, has been hit hard by the COVID-19 pandemic. On April 27, 2021, Governor DeWine signed Senate Bill 57 (SB 57) into law to offer additional help. SB 57 offers property owners a chance to file a “COVID complaint” to request that the county value their...

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February 19, 2021 Jonathan Williamson

5 Common Questions Businesses Ask About Claiming the Employee Retention Credit

This blog was updated 4/7/21 First introduced under the CARES Act in March 2020, the Employee Retention Credit (ERC) is a fully refundable tax credit that benefits eligible employers who have continued to pay employees while experiencing COVID-19 economic or operational difficulties. The credit...

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February 18, 2021 Ryan Broze

What Options Do Real Estate Entities Have Regarding the Business Interest Expense Deduction?

As we continue to evaluate real estate tax strategies stemming from the Tax Cuts and Jobs Act, CARES Act and current economic conditions, it is important for real estate entities and investors to take a second look at the provision on business interest expense limitations, under Internal Revenue...

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January 29, 2021 Angel Rice

IRS Notice 2021-10 Extends 5 Key Deadlines for Qualified Opportunity Zone Participants

Despite hopes that COVID-19 would be behind us as the calendar turned to a new year, Qualified Opportunity Zone (QOZ) participants, like many others, are still grappling with the pandemic’s effects. In response, the U.S. Treasury released Notice 2021-10 on January 19, providing much needed...

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