Real Estate – Page 2

Estate Tax Exemption Under H.R. 1301: What the Repeal Means

H.R. 1301 proposes repealing the federal estate tax. See how it affects your estate tax exemption and what to do now.

February 27, 2025

Client Accounting, Tax Advisory, Transaction Advisory

How the Presidential Election Impacts M&A Activity

Presidential elections slow M&A activity by 8 to 10%, but post-election years rebound fast, especially with $2.6T in private equity dry powder waiting.

November 26, 2024

Client Accounting, Tax Advisory, Transaction Advisory

Opportunity Zone Tax Benefits: A 2025 Investor Guide

Opportunity zone tax benefits include capital gains deferral, basis step-ups, and tax-free appreciation after 10 years. Here is how they work and why they…

October 29, 2024

Tax Advisory

Lifetime Gift and Estate Tax Exemption

The threatened lifetime gift tax exemption sunset was canceled. Learn the new $15 million 2026 exemption, how irrevocable trusts freeze estate value, and what…

September 27, 2024

Audit & Assurance, Client Accounting, Cost Report Preparation, HUD, Tax Advisory

HUD Section 232: Post-Closing Compliance Guide

Master HUD Section 232 post-closing rules: surplus cash, escrow deposits, and replacement reserves explained for borrowers.

September 27, 2024

Audit & Assurance, Tax Advisory, Transaction Advisory

Clean Energy Tax Credit Scams: How to Spot and Avoid Them

Clean energy tax credit scams are rising. Learn to spot fake solar offers, fraudulent consultants, and avoid energy tax credit fraud.

September 27, 2024

Audit & Assurance, Client Accounting, Cost Report Preparation, HUD, Tax Advisory, Transaction Advisory

HUD Section 232 Post-Closing Compliance

HUD Section 232 post-closing compliance covers lease payments, bank accounts, surplus cash rules, and escrow requirements. Learn what property owners must do after closing.

July 31, 2024