Entries by Todd Anderson

A Note of Holiday Thanks and Well Wishes to all…

Dear Family, Friends, Clients and Colleagues, I founded Anderson Tax & Finance Law less than three months ago – on September 12, 2016 – without much more than your support, deep capital markets tax law experience, an entrepreneurial spirit brimming with optimism, and a boundless work ethic dedicated to my firm’s mission: Deliver best-in-class legal […]

Time-Sensitive REMIC Securitization Year-End Cleanup Matters for REITs and Investment Funds

If a REIT or Investment Fund directly (or indirectly through a tax-disregarded entity such as a QRS or wholly-owned LLC) securitized mortgage loans in a REMIC securitization in 2016, the REIT or Fund may have prohibited transaction tax issues or US trade/business tax issues, respectively. There may still be time in 2016 to fix the problem; […]

Loan Servicing Rights & Material Tax Savings

“Energy cannot be created or destroyed, it can only be changed from one form to another.” – Albert Einstein   Sophisticated tax structuring of loan servicing rights may save investors millions. How? Hypothetical and Simplified Assumptions: An investment fund is planning to acquire mortgage servicing rights (MSRs) on a pool of loans with an unpaid […]

Distressed Mortgages and REO – REMICs and Grantor Trusts and REO Corporations. Oh My!

“Toto, I’ve a feeling we’re not in Kansas anymore.” — Dorothy, The Wizard of Oz (1939)   One of the challenges – which on its face appears to present impossible hurdles – of tax attorneys structuring securitization and asset acquisition vehicles over the past decade has been to structure a static pool of distressed mortgages […]