RICHARD E. MARSH, JR., TO SPEAK AT 16TH ANNUAL TAX SECTION WORKSHOP 

  • Published on May 18, 2017

Our firm President, Mr. Marsh, joins the faculty list for this year's 16th Annual North Carolina/South Carolina/Georgia Tax Section Workshops event in Kiawah Island, South Carolina.  For more information about the program, visit our event page, or visit the North Carolina Bar Association website.  

Advisory Papers from Marsh Law Firm

  • Published on April 13, 2017

We have begun to publish advisory papers illustrating lessons that we have learned from recent assignments, or as illustrated by events reported in the financial press. Recent examples include:

"When Sally Sold Soho, She Trimmed Her Taxes." From a recent engagement and an article in the Real Estate section of the weekend Wall Street Journal. How Actress Meg Ryan can find more tax savings than the $250,000 capital gains exclusion, on the sale of her $11 million NYC loft. How readers can combine a Section 1031 Like Kind Exchange with the capital gain exclusion for sale of a personal residence, when a property is part-business, and part personal residence?

"The Wisdom of Soliman." From a recent engagement and a U.S. Supreme Court decision. How a hospital-based physician (or many others) can substantially reduce income taxes through the business use of a home office.

"Circling the Wagons." From a recent engagement for a high-income, high net worth professional. Establishing a system to minimize liability and maximize tax-savings through combining common ownership and entity structures to protect assets from creditors, in-laws, and "out-laws."

"Diners, Drive-Ins, and Deductions." From recent IRS controversy engagements. Creating a system to capture the maximum allowable deductions for business expenses, and to demonstrate their deductibility to skeptical IRS agents.

"Your 180-days Just Got Longer." Based on expert study, research, IRS safe harbors, and a recent U.S. Tax Court decision. New ways to legally extend the period for completing a Section 1031 Like Kind Exchange.

For your complimentary copy, please contact us here, or at Rmarsh@marshlawfirm.com.