2018 year end letter

Dear Clients & Friends: While last year at this time we were meshed in uncertainty relating to the new tax law, this year we find ourselves in relatively stable territory.   From a tax perspective, most of the major events of 2018 revolved around guidance...

Qualified Opportunity Zones

One of the many provisions of the Tax Cuts and Jobs Act passed in late 2017 was an exclusion from income for certain gains related to “Qualified Opportunity Zones” (QOZ).   The legislation left many questions unanswered, leaving investors and fund organizers uncertain...