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Especially in times of economic uncertainty, these four guidelines are imperative to building a diversified commercial real estate investment portfolio with an optimal risk-adjusted return profile.

Pass-through entities must meet specific requirements to qualify for a Section 1202 gain exclusion. It’s crucial to fully understand these requirements to maximize the benefits. Join our specialists in this webinar to hear all the details and actual case examples.

Changes in downward attribution rules made by the Tax Cuts and Jobs Act have resulted in many U.S.-based multinational investors owning CFC stock they didn’t know they had.

Although inflation has finally started to taper, inflation risk is a persistent threat to any investor’s buying power. Real estate may be an option to help hedge against inflation’s long-term impact on their portfolio.

The benefits of Section 1202 are a popular topic, but the companion tax benefit under Section 1045 is often overlooked. Read more on the requirements of Section 1045 and how the benefits be magnified in combination with Section 1202.

Plante Moran Tax Partner Kurt Beck joins ‘JR Sunday with Mark Hollis to share last-minute tax advice and insights before the upcoming deadline.

Thoughtful tax planning can minimize Section 1202 limitations and maximize tax benefits for selling shareholders. Join our webinar to learn how to ensure requirements are met and maximize this tax benefit.

A tax incentive for sellers of qualifying C corporations went largely unnoticed until recent years. Section 1202, or qualified small business stock gain exclusion, has become a go-to tax planning strategy. Learn more to make sure you’re not missing out.

Startup company founders and investors should take care to understand the Section 1202 exclusion for qualified small business stock, as it can make a huge difference when it comes to your return on investment.

IRS notices denying part or all of a claim for the employee retention credit or demanding repayment of a previous refund require thorough responses and allow only days to provide them. Learn more about these tight deadlines.