Carefully documenting qualifications is key to taking advantage of federal and state tax credits and deductions. We help analyze your activities and associated costs to determine whether you meet the requirements for tax incentives. Our experienced specialists help you navigate the complexities, bringing a thorough understanding of relevant codes, regulations, and administrative guidance on a wide range of tax incentives. The methodology we've developed gives you confidence in your decisions and documentation you can depend on in case of an audit.
Tax Credits, Incentives, & Deductions
Opportunity zones
34 min listen
Valerie Grunduski discusses opportunity zone fund tax considerations on the Opportunity Zones Podcast
How should you set up an opportunity zone fund — and what are the tax considerations? Listen in as Valerie discusses this and more on the Opportunity Zone Podcast.
Powering investments: Opportunity zones for energy
Article
July 19, 2019
5 min read
Valerie Grunduski recognized as a “Top 25 Influencer” by Opportunity Zone magazine
In The News
May 28, 2019
10 min read
Section 1231: The next big disruption for opportunity zones
Article
May 24, 2019
10 min read
Tax Credits, Incentives, & Deductions Thought Leadership
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Section 1231: The next big disruption for opportunity zonesProposed opportunity zone regulations create disruption regarding the timing of investing Section 1231 gains. Here’s how this affects opportunity zone players and what to do now to mitigate the impacts.
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Qualified opportunity funds: Compare and contrast direct and indirect investmentsWhat was once an obscure provision, the opportunity zone incentive has recently prompted investors to explore opportunities in this new investment space. Read more at Opportunity Zone Expo.
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Opportunity zones: Public comments on initial guidance from TreasuryThe TCJA introduced a new tax incentive for opportunity zones. Our experts submitted one of over 170 comment letters to the Treasury Department and IRS, providing recommendations for the final regulations.
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My community has an opportunity zone — now what?There are more than 8,700 opportunity zones across the United States, and many communities within Michigan have one or more opportunity zones within their borders. What does this mean for your community, and how can you prepare for potential investment?
Our Team
Our diverse team of experts includes lawyers, engineers, architects, valuation experts, tax specialists, and CPAs who work with you to assess whether an incentive aligns with your tax strategy. We can help you reduce federal and state tax liability and improve cash flow by taking advantage of the tax credits and deductions to which you’re entitled.
