…two percent miscellaneous itemized deductions that effect the deductibility of investment expenses. While there have been limitations on investment expenses to individual investors under prior tax laws because of two…
…firms were required to provide investors with more detailed quarterly disclosures about fees and expenses and to treat all investors in a fund equally, regardless of size. Private fund managers…
…solid opportunity for professionals and investors alike. However, not all investors are willing to lock up their funds in a set-term vehicle. Is it possible to launch an open-end real…
…a high likelihood of collecting on the policies. Best practices for real estate investors To navigate the complexities of natural disaster accounting, real estate investors should adhere to best practices…
…Implementation of written cybersecurity policies and procedures designed to address all cybersecurity risks that could harm advisory clients and fund investors Confidential reporting of any significant cybersecurity incidents affecting the…
…of QOZ benefits. The Opportunity Zone incentives are an attractive tax benefit available to real estate investors and developers as well as investors and proprietors of operating businesses, and will…
…the most sophisticated level of the investor class. Surprisingly, even some large institutional investors were questioning if this proposal could create unintended consequences for investors in relation to some of…
…for private, long-term investment in economically distressed communities. Investors in Qualified Opportunity Zone programs are generally able to take advantage of three main tax benefits: The opportunity to defer realized…
…will then be claimed on Schedule CR as part of the investors’ annual Virginia income tax returns. It is important to note that due to the credit authorization timeline, investors’…
Incentives for Virginia Property Investors and Employers The Virginia Enterprise Zone (VEZ) program is a partnership between Commonwealth and local governments that encourages job creation and private investment in real…
…has been targeted to investors and real estate, entrepreneurs and proprietors of other operating businesses located within the designated communities should be aware of how the incentive may attract capital…
…(IRS), were created as part of the Tax Cuts and Jobs Act of 2017. Investors in QOZs can reduce their recognized capital gains tax and eliminate capital gains tax liability…