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Analysis of Opportunity Zone and Related Tax Credit Changes Under the 2025 Tax Legislation

In this alert, which is part of an eight-part series taking a deeper dive into various portions of the Legislation (International Tax; Opportunity Zone and Tax Credits; Green Energy Credits; Estate Planning and Individual Tax...more

Analysis of the 2025 Federal Tax Changes Under the “One Big Beautiful Bill” Legislation

The race to remake portions of the Internal Revenue Code (Code) and to prevent expiration of certain Tax Cuts and Jobs Act (TCJA) provisions reached completion with Legislation signed by President Trump on July 4, 2025....more

Tax Bill Proposes Trillions in Tax Cuts and Significant Tax Increases

The race to remake portions of the Internal Revenue Code (Code) and to prevent expiration of certain Tax Cuts and Jobs Act (TCJA) provisions has begun, with House Ways & Means Committee proposals (the Markup) to spend...more

IRS-Provided Relief for Certain Opportunity Zone Requirements in Light of COVID-19 Pandemic Creates Year-End Planning...

In light of the disruption of business activities this year and the economic uncertainty created by the ongoing COVID-19 pandemic, the Internal Revenue Service (IRS) issued Notice 2020-39 (the IRS Notice) on June 4, 2020,...more

Proposed Treasury Regulations Define ‘Real Property' for Section 1031 Like-Kind Exchanges and Provide Safe Harbor for Deferred...

On June 11, the IRS released Proposed Treasury Regulations (the Proposed Regulations) under Section 1031 of the Internal Revenue Code, as amended (the Code), which provide a much-awaited definition of “real property” and...more

Proposed Regulations Clarify Application of New ‘Ratable Share' Recognition Period for Federal Historic Rehabilitation Tax Credit

On May 21, 2020, the Department of the Treasury (Treasury) released proposed regulations (the proposed regulations)* regarding the new five-year credit period for the historic rehabilitation tax credit (HTC) under Section 47...more

6/12/2020  /  HTC , Tax Credits , U.S. Treasury

IRS Extends Deadline for Investing in Qualified Opportunity Funds for Some Taxpayers

On April 9, the Internal Revenue Service (IRS) issued Notice 2020-23 (the IRS Notice), which, among other things, provides certain taxpayers with additional time to invest “eligible gain” into a qualified opportunity fund...more

IRS Extends Some Section 1031 "Like-Kind" Exchange Deadlines

On Thursday, April 9, the Internal Revenue Service (IRS) issued Notice 2020-23 (the IRS Notice), which extends several deadlines, specifically including deadlines regarding Section 1031 “like-kind” exchanges....more

Opportunity Zones and Opportunity Funds: Treasury Issues Eagerly Anticipated Proposed Regulations and Other IRS Guidance on New...

On Friday, Oct. 19, the Treasury Department released some much needed guidance concerning qualified opportunity zones (QOZs) under Section 1400Z of the Internal Revenue Code, which was added as part of last year’s Tax Cuts...more

2017 Federal Tax Reform Legislation as Finally Enacted Preserves New Markets Tax Credits and Also Historic Tax Credits, With Some...

On Dec. 22, 2017, President Donald Trump signed into law the Tax Cuts and Jobs Act (the “Act”), enacting broad reforms to the Internal Revenue Code. In previous BakerHostetler Alerts published Nov. 8 and Nov. 10, we outlined...more

Senate Proposal Would Reduce Historic Tax Credit to 10 Percent, Preserve New Markets Credit Allocations Through 2019 Round

On Nov. 9, 2017, the Joint Committee on Taxation released its “Description of the Chairman’s Mark of the Tax Cuts and Jobs Act” (the “JCT Description”). The JCT Description summarizes the initial draft of the Senate Finance...more

11/13/2017  /  NMTC , Repeal , Tax Credits , Tax Reform

Historic and New Markets Tax Credits At Risk Under Current House Tax Reform Proposal

On Nov. 2, the House Ways and Means Committee released draft statutory text (the "Bill") of the proposed Tax Cuts and Jobs Act (the "Act"), the long-awaited Republican tax reform bill. On Friday, Nov. 3, Kevin Brady, Chairman...more

Ohio Historic Preservation Tax Credit Program Testimony at Hearing Demonstrates Strong Support and Highlights Effectiveness

On April 28, 2016, the Ohio 2020 Tax Policy Study Commission (the “Commission”) held a public hearing on the future of the Ohio historic preservation tax credit (the “OH HTC”). As you may recall, the Ohio biennial budget bill...more

Senate Finance Committee Chairman Proposes Repeal of Like-Kind Exchange Deferral and Other Changes Affecting Real Estate

On November 21, 2013, Senate Finance Committee Chairman Max Baucus released the third package in a series of "Staff Discussion Drafts" containing proposals to reform the tax code. This third set of proposals focuses on...more

U.S. Treasury Awards $3.5 Billion in New Markets Tax Credit Allocations

On April 24, 2013, the U.S. Department of the Treasury's Community Development Financial Institutions Fund (the CDFI Fund) announced the community development entities (CDEs) selected to receive the $3.5 billion in New...more

New Markets Tax Credit Program Extended for Two Years by American Taxpayer Relief Act of 2012

On January 2, 2013, President Barack Obama signed the American Taxpayer Relief Act of 2012 (H.R. 8) into law which, in addition to addressing other "fiscal cliff" issues, extends the New Markets Tax Credit ("NMTC") Program...more

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