The New England Graduate…

The New England Graduate Accounting Studies Conference, Inc (NEGASC)

Tuesday, June 21, 2017 Location: The University of St. Joseph, West Hartford, CT Foreign Financial Account Reporting and Disclosure 1:10pm to 2:50pm Speaker: Cory J. Bilodeau, Esq. Foreign financial account reporting remains a top priority of the IRS… Read More
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Federal Income Taxation of Real Estate (8 CPE Credits) - Boston Tax Institute

Monday, June 19, 2017 from 9am to 5pm Location: Hyatt House, Waltham, MA Speaker: Cory J. Bilodeau, Esq. Topics include a discussion about the importance of basis and adjusted basis, holding period, and classification of real estate; choice of entity… Read More
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Anatomy of a 1031 Exchang…

Anatomy of a 1031 Exchange: Everything You Want to Know About IRC § 1031 Tax-Deferred Exchanges - Rhode Island Bar Association

Thursday, June 15, 2017 from 9am to 4:30pm Location: Rhode Island Convention Center, Providence, RI Speakers: Cory J. Bilodeau, Esq. and Jeffrey B. Cianciolo, Esq. Annual Meeting This workshop reviews a hypothetical like-kind real estate exchange und… Read More
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1031 Exchanges: Delaware Statutory Trusts as Synthetic Alternatives to Drop and Swaps

When partners in a partnership wish to sell appreciated assets and go their separate ways, a drop-and-swap has long been the go-to tax planning strategy employed.1 In a drop-and-swap, the partnership distributes tenants-in-common (TIC) interests in p… Read More
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Boston Tax Institute Seminar Federal Income Taxation of Real Estate (8 CPE Credits)

Join Cory J. Bilodeau, Esq., Tax Planning Partner at McLaughlinQuinn LLC on Monday, June 19, 2017 at the Hyatt House in Waltham, MA from 9:00 a.m. to 5:00 p.m. Topics include a discussion about the importance of basis and adjusted basis, holding peri… Read More
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Don't Let Your Business Die With You

For many of our clients, their most valuable asset is the family business they built over decades of hard work. We often find, however, that even if those clients maintain an estate plan that directs the disposition of their other possessions, most o… Read More
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Boston Tax Institute Seminar - Federal Income Taxation of Real Estate (8 CPE Credits)

Join Cory J. Bilodeau, Esq., Tax Planning Partner at McLaughlinQuinn LLC on Monday, June 19, 2017 at the Hyatt House in Waltham, MA from 9:00 a.m. to 5:00 p.m. Topics include a discussion about the importance of basis and adjusted basis, holding peri… Read More
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Taxpayers Owing More Than $50,000 to the IRS May Soon See Their Passports Revoked

Individuals owing the IRS over $50,000.00 will soon find that the IRS is out to ruin their vacations unless Uncle Sam is paid. The IRS, teaming up with the State Department, is rolling out its latest tool to collect from delinquent taxpayers in the f… Read More
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ROTH IRA Income Limits – Fact or Fiction? (Client Alert Part II)

This newsletter complements the discussion of Roth IRA tax planning opportunities began last month with our analysis of the combined DISC/Roth IRA planning technique. Expanding upon that specialized strategy, this newsletter will focus on the use of… Read More
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Court Berates IRS in ROTH IRA Tax Avoidance Dispute (Client Alert Part I)

On February 16, 2017, the Sixth Circuit Court of Appeals in Summa Holdings, Inc. v. Commissioner of Internal Revenue, rebuffed an IRS challenge to a family of savvy taxpayers’ literal application of the Internal Revenue Code. The dispute involv… Read More
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