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...

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...

Holiday Tax Tips #3 – Oil & 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...

Holiday Tax Tip #1 – Conservation Easements

Conservation Easements Yes, it really is December!  With less than a month left to implement certain tax strategies to minimize 2015 income tax liability, there is still time.  Tip 1 is the largest opportunity – Conservation Easements.  Subsequent updates will...

Omnibus Spending Highlights – Plan NOW for 2016!

My first update for 2016 will be my final one focused on the end of year Omnibus spending bill.  My conclusion after a more thorough review is that this year more than prior years it is imperative to plan at the start of the year how best to take advantage of changes...