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308, 2021

Claiming the Employee Retention Credit for Past Quarters Using Form 941-X

August 3rd, 2021|Categories: Tax Articles|

The Employee Retention Credit (ERC) is a tax credit available to employers who have seen a reduction in gross revenue due to the coronavirus pandemic. As described below, the credit, which was originally enacted in 2020, was extended, with improved terms, for 2021.  Employers who mistakenly failed to take advantage Continue Reading

May 2021

Monthly Tax Law Tip

When you invest capital gain into a Qualified Opportunity Fund, to take advantage of the gain deferral provided by the Opportunity Zone provisions, your basis in the investment is zero. If you hold the investment for five years, your basis is increased by 10% of the amount of your investment. In order to take advantage of this basis step-up, you need to make your Opportunity Zone investment no later than December 31, 2021.

2605, 2021

Revenue Ruling 99-5 and Section 1031: Bob and Jon’s Excellent Adventure—Part I

May 26th, 2021|Categories: Tax Articles|

Jon was the sole member of Apartment LLC, a disregarded entity for tax purposes. Apartment LLC owned a small apartment building as its only asset. Things were going well with that apartment building.

Bob had some extra cash from golf winnings and was looking for a real estate investment. He saw Continue Reading