Investment Tax Credits vs. “1031” Exchanges: which strategy is best for you?

By |2021-02-10T04:28:36+00:00January 13th, 2021|

Tax planning options are varied and complex — almost as if they were designed with some sort of mischievous intent. The Internal Revenue Code is a labyrinth of hard-to-decipher regulations intended to minimize tax sheltering and avoidance. Books could be written about the complexities — if it weren’t that those books would be out of [...]

Investing in Tax Credits saves money — and is a prudent COVID hedge.

By |2020-12-23T14:50:59+00:00December 22nd, 2020|

As we all work quickly through our business day, there’s a tendency to use shorthand to describe various financial instruments, initiatives and strategies. We all do it. But sometimes the meanings can become lost. In recent interactions with our clients, I have noticed some confusion between the phrases: “tax credit investment,” “working capital needs” and [...]

How we at Cherrytree Group have extended our identity into our own headquarters.

By |2020-11-13T01:52:45+00:00June 12th, 2020|

Brand identity is a big part of effectively doing business today. More than ever, customers are interested in what your brand says, what your values are, how you communicate your product and how you want people to feel when they interact with it. When it came time for the Cherrytree Group to find a larger [...]

Will the IRS Extensions Affect Opportunity Zone Investors?

By |2020-11-13T02:58:39+00:00May 28th, 2020|

As a result of the Covid-19 pandemic the IRS extended the deadline to file tax returns and make tax payments from April 15, 2020 to July 15, 2020. IRS added to those earlier Notices by issuing Notice 2020-23, which allows for certain taxpayers to have more time to invest "eligible gain" into a Qualified [...]

Coronavirus – the positive

By |2020-11-14T04:07:06+00:00March 20th, 2020|

These are scary and uncertain circumstances that we are living through. The speed with which the Coronavirus took over our lives is truly transcendent and unparalleled, causing us to face overwhelming challenges. However, on a day when there was snow on the ground in March and Tom Brady announced that he is leaving the Patriots, you wonder how we could extract some positives from our current lives.

Zoning In On An Opportunity To Save On Taxes

By |2020-11-14T04:10:54+00:00February 17th, 2020|

Unless you happen to earn your living in the financial planning field, you maybe be only slightly aware of the monumental nature of the changes to the IRS’s tax reform passed by Congress in 2017. How big were those changes? It was the first time in over 30 years that truly significant tax relief could be contemplated by [...]

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