Pursuing Real Estate Tax Assessment Appeals in a Down Economy
With financial markets sinking and costs for gasoline and transportation rising, businesses are eager to trim costs and improve their bottom lines. In this podcast with Dusty Elias Kirk and Sharon DiPaolo, partners in Pepper Hamilton’s Pittsburgh office, and members of the firm’s Real Estate Practice Group, they discuss how businesses are finding ways to reduce cost by reducing their real estate tax.
If you are interested in the latest updates in the world of real estate, email podcasts@pepperlaw.com, to subscribe to Pepper Hamilton’s Real Estate Updates.
(Running Time: 11:58)
MP3 File
Continue reading "Pursuing Real Estate Tax Assessment Appeals in a Down Economy" »
Bailout Legislation Contains Many Favorable Renewable Energy Tax Provisions
On October 3, President Bush signed into law the much-publicized bailout legislation. As part of the legislation, there were three separate tax acts including the Energy Improvement and Extension Act of 2008, or the 2008 Energy Act. Listen to this podcast with Todd Reinstein, partner with Pepper Hamilton’s Tax Practice and resident of our Washington D.C. office, as he discusses some of the many favorable renewable energy tax provisions contained in the new bailout legislation.
If you’re interested in learning more about the latest developments in Sustainability and Climate Change or Tax Law, email podcasts@pepperlaw.com to subscribe to Pepper Hamilton’s Sustainability and Tax Updates.
(Running Time: 8:12)
MP3 File
Continue reading "Bailout Legislation Contains Many Favorable Renewable Energy Tax Provisions" »
Fifth Annual Tax Workshop – Public Companies
Recently, Pepper Hamilton hosted our Fifth Annual Tax Workshop. The topic of this year’s workshop was business alignments and was moderated by Horace “Chip” Jordan, Senior Vice President of Tax with Marriott International. Panelists included Pepper partners Annette Ahlers and Ellen McElroy, Jeffrey Schragg, a partner with Argy, Wiltse and Robinson, and Pepper associate Lance Jacobs.
The workshop consisted of the panelists going through a few case examples to illustrate some of the tax issues an acquiring company, seller or investor would face in various venture backed and public company scenarios.
This podcast features the discussion of two scenarios regarding a public company that has had a going concern letter issued in the distressed industry. The scenarios included pre-bankruptcy options the public company can consider and the possibility of a going private transaction.
Download a copy of the handouts from the workshop.
(Running Time: 38:55)
MP3 File
Continue reading "Fifth Annual Tax Workshop – Public Companies" »
Fifth Annual Tax Workshop – Venture Backed Companies
Recently, Pepper Hamilton hosted our Fifth Annual Tax Workshop. The topic of this year’s workshop was business alignments and was moderated by Horace “Chip” Jordan, Senior Vice President of Tax with Marriott International. Panelists included Pepper partners Annette Ahlers and Ellen McElroy, Jeffrey Schragg, a partner with Argy, Wiltse and Robinson, and Pepper associate Lance Jacobs.
The workshop consisted of the panelists going through a few case examples to illustrate some of the tax issues an acquiring company, seller or investor would face in various venture backed and public company scenarios.
This podcast features the discussion of three scenarios regarding a venture backed loss company. The scenarios included the loss company being acquired by a public company; the loss company discussing which structures will preserve their net operating losses while cashing out their convertible debt holders; and the loss company filing for bankruptcy.
Download a copy of the handouts from the workshop.
(Running Time: 37:33)
MP3 File
Continue reading "Fifth Annual Tax Workshop – Venture Backed Companies" »
Mind Your Own (Non Business)
Not long ago, the Supreme Court decided to grant certiorari in the MeadWestvaco v. Illinois Dept of Revenue case. In this podcast with Lance Jacobs, an associate with Pepper's Washington office, who focuses his practice on federal, state and local tax matters, Lance discusses the details of this case and why this surprisingly taxpayer-favorable decision is interesting for businesses.
If you are interested in the latest updates in the world of tax, you can request to receive an electronic copy of our monthly Tax Update newsletter by emailing podcasts@pepperlaw.com.
(Running Time: 6:20)
MP3 File
Tax Update
Recently, Pepper Hamilton, Pinnacle Fund Administration and Herbert L. Jamison and Company hosted a Hedge Funds and Investment Management Update. This session covered topics such as valuation in light of FAS 157, recent SEC activity, the impact of the credit meltdown, side by side conflict management, and the effect of each of these developments on portfolio construction and management. We recorded the presentations to create a series of podcasts.
This podcast features the presentation of Steve Bortnick, a partner with Pepper Hamilton’s Tax Group and resident of Pepper’s New York and Princeton offices. Steve’s presentation was titled “Tax Update.”
Please contact Brian Dolan at dolanb@pepperlaw.com if you would like a copy of the presentation slides.
(Running Time: 14:15)
MP3 File
Portions of this web site contain attorney advertising. Prior results do not guarantee a similar outcome. Results depend upon a variety of factors unique to each representation. Pepper Hamilton is not a broker, dealer, investment adviser or financial planner, analyst or underwriter and does not hold itself out as such. Information presented should not be viewed and is not a solicitation, an offer to sell or buy any security or an offer of any investment advisory services. No information presented on this web site is intended as or should be considered as investment or tax advice or information sufficient to direct any investment. For such services, you should consult a qualified financial and/or tax professional. We and the independent third parties who have contributed to this web site cannot and do not assess, verify or guarantee the adequacy, accuracy, completeness, suitability, relevance or timeliness of any information or information source presented on this web site - all information is provided solely for convenience or general informational purposes or educational purposes. We disclaim any and all responsibility to update any information contained herein.
Renewable Energy Developers, Investors Gain Tax Certainty
As concerns for the nation’s energy supply have risen, the Federal government has periodically provided various incentives to encourage the use of renewable energy sources. Listen to this podcast with Todd Reinstein, partner with Pepper Hamilton’s Tax Practice and resident of our Washington D.C. office, as he describes quality energy resources and the effect of Section 45 and Revenue Procedure 2007-65 on investors of renewable energy.
If you are interested in the latest updates in the world of tax, you can request to receive an electronic copy of our monthly Tax Update newsletter by emailing podcasts@pepperlaw.com.
Running Time: 9:51)
MP3 File
Continue reading "Renewable Energy Developers, Investors Gain Tax Certainty" »
Pepper Hamilton Launches New Fund Watch Service
Developments in 2007 by Congress and the IRS are casting a long shadow over the tax treatment of private investment funds, their managers and sponsors. These developments occur often and change rapidly. The objective of the Fund Watch is to closely monitor all relevant developments in the area of fund taxation and to make this information available to you on a “real-time” basis.
In this podcast with Len Schneidman, of counsel with Pepper Hamilton’s Tax Practice Group and resident of our Boston office, he describes some of the developments that the Fund Watch will be monitoring in 2008.
Download Pepper’s Fund Watch Tax Alert.
If you would like to sign up to receive future electronic Tax Alerts on these developments, please e-mail Brian Dolan at dolanb@pepperlaw.com. You can contact our Fund Watch Hotline with specific questions on these issues by calling 866.333.0648 or e-mailing fundwatch@pepperlaw.com.
(Running Time: 9:21)
MP3 File
Continue reading "Pepper Hamilton Launches New Fund Watch Service" »
FIN 48 and State Tax Implications of Nexus Determinations
With financial reporting for income taxes changing under the new standard imposed under FIN 48, the issue of whether a taxpayer has nexus in a particular state sufficient to allow the state to impose an income tax on the taxpayer has garnered a tremendous amount of attention in recent months.
In this podcast with Lance Jacobs, an associate with Pepper's Washington office, who focuses his practice on federal, state and local tax matters, Lance discusses the affect on taxpayers as states are imposing taxes based upon economic nexus, reviews recent cases such as West Virginia v. MBNA America and Lanco v. New Jersey, which have created more uncertainty for taxpayers, and describes the affects of FIN 48 on taxpayer filing decisions.
Lance recently co-authored an article for the BNA Tax Management Weekly Tax Report entitled "FIN 48 and State Tax Implications of Nexus Determinations: Lanco and MBNA Create Further Uncertainty for Taxpayers". Click here to receive an electronic copy of this interesting article.
(Running Time: 9:37)
MP3 File
Continue reading "FIN 48 and State Tax Implications of Nexus Determinations" »
Private Equity Mezzanine Funds: Lenders or Investors?
The greatly increased activities of offshore hedge funds in the U.S. debt markets and the increased propensity of hedge funds to make loans have dramatically elevated the visibility of the “trade or business” status issue.
Listen to this short podcast with Len Schneidman, of counsel with Pepper Hamilton’s Tax Practice Group and resident of our Boston office, as he discusses this issue which has drawn the attention of the IRS and the popular press.
Len’s recently published book, U.S Taxation of Foreign Portfolio Investors, is the only professional book dedicated to the complex analysis of the critical U.S. and cross-border rules and regulations needed by foreign portfolio investors to minimize U.S. taxes on dividends, interest and trading gains. Please email podcasts@pepperlaw.com if you are interested in receiving a complimentary copy of the first chapter of his book.
(Running Time: 7:53)
Continue reading "Private Equity Mezzanine Funds: Lenders or Investors?" »
