Recent News & Insights

Reflections on the first TCJA Tax Season
May 29, 2019   
April 15, 2019 marked the ostensible end to the first “tax season” implementing the Tax Cuts and Jobs Act of 2017 (TCJA). Alan Blecher, tax principal in our Real Estate Group, reflects on the challenges, misconceptions and unanswered questions that complicated the tax compliance process this year.  READ MORE +

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Vivian Martinez Featured in Real Estate Weekly’s “Leading Ladies”


Featured: Vivian Martinez  |  Jun 14, 2019

Vivian Martinez, Partner in the Real Estate Group at Marks Paneth, was named to Real Estate Weekly’s 2019 list of “Leading Ladies,” which celebrates female leaders in the real estate industry.

US International Inbound Tax Issues: A Tax Advisor’s Musings


By Julio M. Jimenez  |  June 13, 2019

Principal and international tax services specialist Julio M. Jimenez shares his insights on the US international inbound landscape and what items must be on your radar.

Nominations for Best of the Bar Now Open


Jun 12, 2019

Marks Paneth is proud to renew its presenting sponsorship of the Best of the Bar program, honoring the top lawyers in Philadelphia.

Avery Neumark Featured in The Trusted Professional


Featured: Avery E. Neumark  |  Jun 10, 2019

The Trusted Professional featured insights from Tax Partner Avery Neumark and his recent session "Form 5500 for Auditors" at the NYSSCPA's Employee Benefits Conference.

Julio Jimenez Featured in Tax Notes


Featured: Julio M. Jimenez  |  Jun 7, 2019

Tax Principal Julio Jimenez was featured in Tax Notes for his recent speaking engagement at the International Tax Withholding and Information Reporting Conference, where he and fellow panelists remarked upon issues pertaining to section 871(m) regulations and section 1446(f) challenges.

Tax Reform’s Impact on Family Office Trusts & Estate Planning Strategies


Featured: Laura E. LaForgia  |  Jun 6, 2019

Laura LaForgia, Partner in the Private Client Services Group at Marks Paneth, discusses the impact of the Tax Cuts & Jobs Act on family office trusts and estates planning strategies in the Family Office Special Report issue of Bloomberg Markets.

Valuation Discounts Applicable to Real Estate Holding Companies


By Angela Sadang  |  May 29, 2019

Principal and valuation specialist Angela Sadang discusses real estate holding companies and the use of minority discounts (also known as the discount for lack of control, or DLOC) in the valuation of partial, non-controlling interests in entities holding real estate as their primary and most valuable asset. 

The Impact of the Tax Cuts and Jobs Act on Trusts and Estates


By Laura E. LaForgia  |  May 29, 2019

Among the many provisions in the Tax Cuts and Jobs Act of 2017 (TCJA) were some significant changes to the taxation of trusts and estates. Tax Partner Laura LaForgia helps high-net-worth individuals and their advisors understand the temporary and permanent effects on their trust and estate tax planning strategies.

IRS Issues New Proposed Regulations On Qualified Opportunity Funds


By Alan M. Blecher |  Abe Schlisselfeld |  Michael W. Hurwitz  |  May 29, 2019

On April 17, 2019, the IRS released a second round of proposed regulations regarding investments in Qualified Opportunity Funds (QOFs). While the Qualified Opportunity Zones provision has garnered the attention of the real estate industry (as well as outside investors and fund managers) since its introduction in 2017, the lack of available guidance had many waiting to act on this potentially groundbreaking tax incentive program.

Reflections on the first TCJA Tax Season


By Alan M. Blecher  |  May 29, 2019

April 15, 2019 marked the ostensible end to the first “tax season” implementing the Tax Cuts and Jobs Act of 2017 (TCJA). Alan Blecher, tax principal in our Real Estate Group, reflects on the challenges, misconceptions and unanswered questions that complicated the tax compliance process this year. 

BLOCKCHAIN TECHNOLOGY REVOLUTIONIZING THE REAL ESTATE INDUSTRY


By Darya Shneyder  |  May 28, 2019

While creating an electronic environment is costly, the benefits of readily accessible information in a real estate transaction are limitless. The more information that is available to real estate investors, the more educated decisions can be made and the more quickly deals can be completed. Partner Darya Shneyder discusses one of the ways technology has accomplished this goal – blockchain technology.

Real Estate Perspectives, Spring 2019


May 24, 2019

Read the latest issue of our Real Estate Perspectives newsletter for a look at what we've learned this tax season and other exciting developments unfolding in the real estate industry. 

Nonprofit Alert: Change to Nondiscrimination Reporting Policy for Schools


By Magdalena M. Czerniawski |  Robert Lyons  |  May 23, 2019

After forty-four years, one of the Internal Revenue Service’s oldest requirements has passed into history, in favor of an update that recognizes how much more efficiently today’s technology allows us to communicate.

John Evans Featured in NJBIZ


Featured: John N. Evans  |  May 6, 2019

John Evans, Partner-in-Charge of Marks Paneth’s New Jersey office, spoke with NJBIZ about this year’s tax filings in the wake of the Tax Cuts and Jobs Act and how businesses and individuals can start to prepare for next year.

Darya Shneyder Named “Rising Star” in Real Estate Weekly


Featured: Darya Shneyder  |  Apr 26, 2019

Darya Shneyder, Partner in the Real Estate Group at Marks Paneth, was named to Real Estate Weekly’s 2019 list of “Rising Stars.”

Tax Alert: IRS Issues New Proposed Regulations on Qualified Opportunity Funds


By Alan M. Blecher |  Abe Schlisselfeld |  Michael W. Hurwitz  |  April 18, 2019

The IRS has released a second round of proposed regulations regarding investments in Qualified Opportunity Funds, addressing a number of the critical issues and providing long-awaited clarity for investors seeking to take advantage of the opportunity zone tax benefits.

Erin Kiernan Featured in New York Real Estate Journal


Apr 18, 2019

Erin Kiernan, Senior Manager in our Real Estate Group, was featured in New York Real Estate Journal’s “Ones to Watch” spotlight.

Ask the CPA – Is My Company Affected by the Wayfair Ruling?


Featured: James (Jay) M. Brower, Jr  |  Apr 9, 2019

State and local tax partner Jay Brower answers common Wayfair questions for the Philadelphia Business Journal.

Relocating to the US? Don't Forget About Social Security Taxes


By Paul Bercovici  |  Apr 3, 2019

While it is common for Canadians who relocate to the US to focus on income tax issues, social security tax issues are often overlooked. It is important that the social security tax issues associated with such moves be considered, especially in light of the fact that social security taxes in both countries often account for a significant portion of the overall tax burden imposed on individual taxpayers.

Ask the CPA – How Does the New Interest Expense Limitation Affect My Business?


Featured: Anthony Delfiner  |  Apr 2, 2019

Tax partner Anthony Delfiner advises on the effect of the new interest expense limitation under IRC Section 163(j).

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