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Federal Tax Planning & Compliance

Federal Tax Planning & Compliance Insights

October 25, 2017

Reimbursements for Preformation Capital Expenditures May Offer Exception to Disguised Partnership Sale Treatment

On October 5, 2016, the IRS issued final, temporary and proposed regulations on partnership disguised sales and allocation of liabilities. Under these regulations (and consistent with the prior regulations), when a partner contributes property to a partnership and receives a distribution within...

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September 21, 2017 Lisa Loychik

Proper Tax Treatment of Discounted or Distressed Debt Purchased in the Secondary Market

Over the years we have seen companies, many of whom operate in real estate, purchase debt in the secondary market often significantly below the principal amount owed.  The goal is to collect the price paid for the debt as well as a substantial portion of its original principal amount...

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August 31, 2017 Robert Velotta

The Impact of IRC Section 751 to MLP Investors

Generally, a partner who sells an interest in a partnership will recognize capital gain or capital loss on the disposition. However, Internal Revenue Code Section 751 may cause an unanticipated tax consequence — the need for the partner to recognize ordinary income on the sale of the...

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August 10, 2017 Tarik Awad

Can You Benefit from Section 1202 Exclusion of Gain from the Sale of Your Small Business Stock?

If you’ve invested in a small business and sold the stock after holding it for more than five years, you may be able to exclude a percentage of your gain under Internal Revenue Code (IRC) Section 1202. This federal tax benefit can provide investors with significant tax savings, resulting in...

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May 16, 2017 Tarik Awad

A Demo Car May Save Auto Salespeople Income and Payroll Taxes

Are you in the auto sales industry? If so, you may be able to exclude the use of a demonstrator (demo) vehicle from gross income and wages — and save on your income and payroll taxes.   Generally, full-time auto salespeople using a demo in the area surrounding the sales office can...

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March 14, 2017 Ray Polantz

The U.S. Tax Ramifications of Doing Business in Non-Treaty Countries

The consequences of doing business in a country with which the U.S. has a tax treaty can be much different than those encountered when dealing with a non-treaty country. It’s important to understand the basic differences of each. Treaty CountriesThe United States has a number of...

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February 21, 2017 Stephenie Truong

Planning for the Kiddie Tax

The kiddie tax was added by the Tax Reform Act of 1986 to help prevent wealthy taxpayers from shifting investment assets to children, who generally enjoy lower tax brackets. In its 30-plus years of existence, the kiddie tax has expanded its reach from dependents under the age of 14 to those under...

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February 20, 2017 Kim Palmer

3 Opportunities to Look for in Your Next Lease

It’s imperative that landlords and tenants know the tax ramifications — for better or worse — of the language that’s built into their lease and ancillary agreements. And it’s just as important to be aware of tax-impacting items not found in any written agreement...

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February 09, 2017 Angel Rice

DOL Watching Health & Welfare Plan Filings: Do You Need to File?

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February 02, 2017 Marie Brilmyer

New Tax ID Phishing Scam Targets Corporations, Schools and Nonprofits

There is yet another dangerous phishing scheme circulating once again this tax season involving W-2s that targets corporations, schools and nonprofits. In a recent IRS communication, IRS Commissioner John Koskinen has said that this particularly dangerous scheme could “result in the large...

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