Year End Financial Checklist

It's the time of year to be thinking about year-end deadlines.  Here’s a quick checklist – not all-inclusive, but hopefully helpful:

Conservation Easements as a Tax Shelter

The IRS ruled in January 2017 that they had classified syndicated conservation easement investments as “listed transactions” with commentary that the IRS believes these investments carry a strong potential for “abusive tax avoidance”.

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