Listed Transactions & Conservation Easements

I am very glad to share this article about Conservation Easements that was published by DI Wire. Please click here to view the whole article on the DI Wire website. As you may have seen in the press, IRS Notice 2017-10, issued on December 23rd, 2016, identified as...

Ease Your Tax Burden with Easements

Click here to download pdf of this article as published by The Georgia Society of CPAs. Our next tax strategy to be addressed is the donation of a Conservation Easement, or the investment in an entity that may make a donation of a Conservation Easement. ...
Tax Advantages of Oil and Gas Drilling Partnerships

Tax Advantages of Oil and Gas Drilling Partnerships

One of the least understood tax strategies is an investment in an oil or gas drilling partnership. If done properly, the investor can have a large deduction in the year of the investment and the opportunity to receive tax advantaged investment income for as long as...

Social Security Alert

Anyone recommending Social Security claiming strategies – STOP! The budget agreement by the House that is expected to pass the Senate and be signed by the President will end both “File and Suspend” and “Restricted Applications”, and...

Social Security Alert 2 – Six Months to Plan

The Bipartisan Budget Act of 2015, H.R. 1314, signed by President Obama on Monday, November 2nd, ends the “File and Suspend” Social Security claiming strategy for future filers, beginning in at least 180 days, on May 3rd, 2016, or soon after. While the...

Opening Salvo – QLACs

Good news about both aging and taxes!  Thanks to an action taken by the IRS, there is good news that will save retirees money and help to better secure his or her income in later years. On July 1, 2014, the Internal Revenue Service and the Treasury Department released...

Don Deans, Charlotte’s 6th Man

Don Deans, was named the State Farm 6th Man of the Game by the Charlotte Bobcats back in 2014. And you thought he could just answer tax and social security questions. Whether pursuing a thorough duel diligence review before recommending a new product for a specific...

MLPs – Trick or Treat, or Turkey Day?

The recent news of the Kinder Morgan reorganization brings one of the most tax efficient investment vehicles, master limited partnerships (MLP), to the forefront. We will briefly describe what an MLP is, simplistically explain how it works, identify who are good...

Holiday Tax Tip #4 – Conservation Easements

The Act and Conservation Easements The Tax Relief Extension Act of 2015 (The Act) that passed Congress and was signed by the President last week contains numerous provisions that affect you and your clients.  More on all of that shortly.  The part of the act that has...