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Real Estate

In the ups and downs of real estate, you need financial advisors who can help you structure the right deal, manage it well, and get the most from your time and investment. LB Carlson helps you navigate the market whether you buy, sell, build out, or manage residential and commercial real estate properties. We’ve analyzed every kind of partnership, advised on the tax consequences of transactions, and assisted with the systems and budgets of managing several entities.

Along with our long-standing network of lending relationships, we can assist you with negotiations, cash flow projections, debt restructuring, tax compliance, and sale/leaseback analyses. We will help you assess the best debt or equity financing option and timing to purchase, lease or sell property for the best tax benefit.

Our nationwide client base includes:

  • Development companies
  • Management companies
  • Real estate owners and investors
  • Custom home builders
  • Brokers

Related Posts

Weighing the risks

Weighing the risks vs. rewards of a mezzanine loan

To say that most small to midsize businesses have at least considered taking out a loan this year would probably be an understatement. The economic impact of the COVID-19 pandemic has lowered many companies’ revenue but may have also opened opportunities for others to expand or pivot into more profitable areas.

If your company needs working capital to grow, rather than simply survive, you might want to consider a mezzanine loan. These arrangements offer relatively quick access to substantial funding but with risks that you should fully understand before signing on the dotted line.

SBA issues interim final rule on PPP

On May 23, the Small Business Administration (SBA) issued an interim final rule for the Paycheck Protection Program (PPP) that included the loan forgiveness application guidance released May 15, as well as other updated guidance.

PPP Forgiveness Form Released by SBA, Includes Changes

The Small Business Administration (SBA) has released its long-awaited Paycheck Protection Program (PPP) forgiveness form for borrowers. The release on May 15 brought with it significant changes to the interpretation of some components of forgiveness that were not previously known.  

IRS Clarifies Payroll Tax Deferral Relief and Expands Relief for those Using the PPP

The CARES Act allows all employers to defer the deposit and payment of the employer’s share of social security (SS) taxes (6.2%) and self-employed individuals to defer payment of certain self-employment taxes.  The timing of the deferral will depend in whether or not the employer receives a loan under the Payroll Protection Program

Lease Standard

On April 8, 2020, the Financial Accounting Standards Board voted to delay the effective date of ASC 842, Leases, an additional year.