Overmoon uses its extensive experience running a tech-enabled vacation rental platform to manage and keep the properties rented out, generating income for the Overmoon 721 Fund...
January 17, 2024
Taxes
January 17, 2024
August 1, 2023
IRS Extends Relief to 2023 for SECURE Act Era Designated Beneficiaries
The Internal Revenue Service recently issued Notice 2023-54, in which they waived the excise tax on 2023 required minimum distribution failures committed by designated beneficiaries. This extends the waiver already provided for 2021 and 2022 under Notice 2022-53....
October 12, 2021
Tax Plan’s Limits on Alts in IRAs Wouldn’t Just Hit the Wealthy
A part of the wide-ranging tax package proposed by the House Ways and Means Committee would limit the ability of IRA and retirement account holders to invest...
April 12, 2021
They Came, They Saw, They Taxed
With its new package of whopping tax increases, New York State’s Democratic-controlled legislature has crossed over a metaphorical fiscal Rubicon. Over the last century, Albany has...
January 29, 2021
The 401(k) of real estate: the 1031 like-kind exchange
As with tax deferred retirement accounts, like-kind exchanges allow real estate owners to reinvest their profits from the sale of income producing properties into other similar income producing properties and defer – not dodge – the taxes.
January 17, 2018
How the New Tax Law Impacts Commercial Real Estate Investment
How the New Tax Law Impacts Commercial Real Estate Investment January 16, 2018 | James Sprow | Blue Vault We can parse the impacts of the new tax law that President Trump signed recently into first effects and secondary effects. Put simply, some provisions are likely to directly affect the cash flows to investors from…
January 10, 2018
Why Tax Reform Is Not The Top Issue For Retail Investors In Alternative Assets
As the debate on tax reform drags on in Washington -- and will surely continue, even if a final reform bill passes -- retail investors are trying to read the policy changes to determine whether, and how, any tax code changes could impact their portfolios in general. And this certainly includes alternative investments.
January 9, 2018
Tax Cuts and Jobs Act: Highlights for the Real Estate Industry
Notably, the Act will significantly impact real estate investors, sponsors and developers, and there are a number of special provisions applicable to REITs and REIT investors. Below is a brief summary of some of the Act’s provisions that are expected to have the greatest effect on the real estate industry.
January 4, 2018
The Many Unknowns In The Tax Bill’s CRE Provisions
The Tax Cut and Jobs Act is the biggest change to the US tax code in 30 years. Little wonder, then, there are provisions that need further clarification from the Treasury Department. Here are the CRE-related ones that bother experts the most.
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