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; in 2017 it may be too late. Contact me today to vet the issues, discuss possible solutions, and institute strategic controls for the future.

 

Thanks!

—Todd—

Todd S. Anderson
Direct Dial: 646-942-0311
Website: http://andersontaxandfinance.com/
Bio: http://andersontaxandfinance.com/attorney-profile/

andersonsm
61 Massachusetts Avenue, PO Box 205, Hyannis Port, MA 02647

 

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