Cherrytree Group Blog

Warren Kirshenbaum

Warren is the President and CEO of the Cherrytree Group, a tax credit consulting, brokerage, and syndication firm.

Recent Posts

Everyone — including Governor Charlie Baker — is bullish about a Cherrytree-backed redevelopment in Springfield

[fa icon="calendar'] Aug 12, 2019 11:49:06 AM / by Warren Kirshenbaum posted in historic tax credits, historic buildings, restoration, real estate development

[fa icon="comment"] 0 Comments

 

Read More [fa icon="long-arrow-right"]

Reflecting on 2018

[fa icon="calendar'] Jan 7, 2019 11:38:35 AM / by Warren Kirshenbaum posted in Historic Rehabilitation Tax Credit, Passive Income, Renewable Energy, Federal Tax Credit, Low Income Housing Tax Credit (LIHTC), tax credit, environmental tax credit, Tax credits, Tax planning, Brownfields, warren kirshenbaum, melina ambrosino, Event, opportunity zones, family office, ITC, federal, state tax credits, OZ, tax reform, o zone

[fa icon="comment"] 0 Comments

After purchasing our own historic building at 287 Auburn Street, Newton, Massachusetts in late September of 2017, we were anxious to begin rehabilitation of the building and move into our new home.

Read More [fa icon="long-arrow-right"]

Opportunity Zones: By the Numbers

[fa icon="calendar'] Nov 14, 2018 10:16:09 AM / by Warren Kirshenbaum posted in Federal Tax Credit, Low Income Housing Tax Credit (LIHTC), tax credit, opportunity zones, state tax credits, OZ, tax reform, o zone

[fa icon="comment"] 1 Comment

In December, 2017, the Tax Cuts and Jobs Act of 2017, established Opportunity Zones by way of a provision of the Internal Revenue Code i.e Section 140OZ-2 (the "OZ Rules"). Pursuant to the OZ Rules, Treasury directed the individual states to designate certain census tracts as Opportunity Zones.

Read More [fa icon="long-arrow-right"]

Changing the Game: The Future of Tax Credits

[fa icon="calendar'] Jul 13, 2018 3:03:51 PM / by Warren Kirshenbaum posted in Historic Rehabilitation Tax Credit, Investment Tax Credit, Passive Income, federal tax credits, IRS Guidelines, Renewable Energy, Federal Tax Credit, Cherrytree Group, tax credit, Tax credits, Tax planning, warren kirshenbaum, opportunity zones, family office

[fa icon="comment"] 0 Comments

These are exciting times in the tax credit world!  In addition to tax cuts, the 2017 Tax Reform brought about other significant changes, including “Opportunity Zones”, which are a new concept that can potentially link tax credit projects and capital gain deferrals in a single deal.

Read More [fa icon="long-arrow-right"]

Cherrytree closes on Massachusetts Historic Rehabilitation Projects

[fa icon="calendar'] Aug 31, 2017 2:40:37 PM / by Warren Kirshenbaum posted in Historic Rehabilitation Tax Credit

[fa icon="comment"] 0 Comments

BOSTON –Cherrytree Group, LLC, (“Cherrytree”) a Newton Massachusetts tax credit advisory firm has announced the closing and funding of two (2) historic rehabilitation projects in Massachusetts.  Cherrytree closed the state and federal tax credit equity financing of the projects using its Preserve & Renew (“P&R”) branded partnerships, which raised over $2 million in tax credit equity from individual investors.

Read More [fa icon="long-arrow-right"]

The Trump Tax Plan

[fa icon="calendar'] May 1, 2017 1:23:47 PM / by Warren Kirshenbaum posted in Tax credits

[fa icon="comment"] 0 Comments

When Treasury Secretary Mnuchin announced the details of the Administration's proposed tax reform package last week, he stated that the tax cuts proposed in the tax reform package would generate economic growth so extreme that it would pay for the tax cuts by itself.  In the face of such a significant pronouncement, I wanted to see how the numbers would play out.

Read More [fa icon="long-arrow-right"]

Tax Credits as a Planning Tool / Tax Reform 2017

[fa icon="calendar'] Apr 27, 2017 1:06:56 PM / by Warren Kirshenbaum posted in Federal Tax Credit

[fa icon="comment"] 0 Comments

Background:

Read More [fa icon="long-arrow-right"]

Why can’t a general-practice CPA or attorney represent a developer in acquiring tax credits?

[fa icon="calendar'] Mar 6, 2017 9:00:00 PM / by Warren Kirshenbaum posted in Tax credits

[fa icon="comment"] 0 Comments

Read More [fa icon="long-arrow-right"]

A solar deal with a very bright future.

[fa icon="calendar'] Jan 12, 2017 11:37:33 PM / by Warren Kirshenbaum posted in environmental tax credit

[fa icon="comment"] 0 Comments

 

 Most people agree renewable energy is a field that holds great promise for entrepreneurs and energy/technology companies. But how can an investor — be it an equity firm, institutional manager or individual — prudently take advantage of the rapid growth in this field without becoming immersed in the risks undertaken by investing in the underlying technology itself?

Read More [fa icon="long-arrow-right"]

Planning…for your tax planning.

[fa icon="calendar'] Nov 8, 2016 9:03:41 PM / by Warren Kirshenbaum posted in tax credit

[fa icon="comment"] 0 Comments

At this point in the fourth quarter of any given year, businesses and their principals are beginning to consider — and to plan for — their 2016 tax liabilities.  

Read More [fa icon="long-arrow-right"]

Subscribe to Email Updates

Recent Posts