A 1031 Exchange can help you defer taxes and build wealth for retirement – but what do you do when it’s time to finally sell? Section 1031 of the tax code allows for the deferral of capital gains taxes and depreciation recapture from the sale of real property if the seller purchases a property of [...]
Data shows new Private Equity funds are attracting a lot of capital in 2022. How can your fund stand out from the pack? The past few years have brought a lot of anxiety to the investing world, as we didn’t know how the pandemic would affect investors’ habits and risk considerations. A new report shows [...]
With the right strategy, it’s possible for OZ and EB-5 capital to be deployed as part of the same capital stack. We at JTC are experts in fund administration for the Opportunity Zones Initiative and the EB-5 Immigrant Investor program. While these two programs might seem completely different, their benefits line up in key [...]
The company can now provide more services for its US-based clients in one of the most popular fund domiciles in the world. San Jose, CA. August 8, 2022 - Global financial administration leader JTC has launched its fund administration offering in Ireland following regulatory approval from the Central Bank of Ireland. This latest offering [...]
With so many potential new rules regarding climate and ESG disclosures, how can you figure out which ones apply to you? On March 21st and May 25th, 2022, the Securities and Exchange Commission released proposed amendments regarding disclosures about climate risks and ESG investment practices. When considered together, these sets of amendments amount to [...]
The EB-5 Reform and Integrity Act provides options, but with so much still unclear, third-party fund administration is proving a safe bet. Many in the industry were shocked earlier this year when, after the passage of the EB-5 Reform and Integrity Act of 2022, USCIS announced the deauthorization of all existing Regional Centers. Activity [...]
By performing a like-kind exchange when relocating or expanding, you can invest more of your gains and allow your business to flourish. Most of what you’re likely to read about 1031 exchanges centers around rental properties such as single-family homes or multifamily apartment buildings. While it’s true that residential and large-scale commercial real estate [...]
Data from the first quarter of 2022 indicates positive trends for property values in OZ tracts A new report shows significant increases for home prices in Qualified Opportunity Zones, or QOZ. Median home prices in QOZs have risen similarly to those in other areas of the country, a positive sign for a program designed to [...]
Along with ramping up enforcement, the agency has proposed amendments that could affect funds with and without an ESG focus Fund managers always need to be on top of changes in regulations from the Securities and Exchange Commission in order to ensure compliance. Recently, the SEC proposed a number of rule changes regarding what funds [...]
JTC Americas’ Justin Amos explains how investors are responding to market realities in order to successfully complete tax-deferred exchanges in 2022 It’s been impossible to ignore news reports that home prices have surged in the US as we emerge from the COVID-19 pandemic. With fewer homes on the market, rising interest rates, and supply chain [...]