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

What’s the impact of the new stimulus package on real estate depreciation?

[fa icon="calendar'] Mar 28, 2020 9:00:00 AM / by Warren Kirshenbaum posted in Federal Tax Credit, Tax credits, Tax planning, opportunity zones, OZ, tax reform, o zone, historic tax credits, Ozone Funds, Coronavirus, real estate, stimulus package

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There are a number of provisions in the new Coronavirus Stimulus package that affect the methods for depreciation of real estate assets for tax purposes — and these changes are likely to be significant for our industry. 

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Coronavirus - the positive

[fa icon="calendar'] Mar 20, 2020 8:00:00 AM / by Warren Kirshenbaum posted in Cherrytree Group, LLC, Coronavirus

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These are scary and uncertain circumstances that we are living through.  The speed with which the Coronavirus took over our lives  is truly transcendent and unparalleled, causing us to face overwhelming challenges.   However, on a day when there was snow on the ground in March and Tom Brady announced that he is leaving the Patriots, you wonder how we could extract some positives  from our current lives. 

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Zoning In On An Opportunity To Save On Taxes

[fa icon="calendar'] Feb 17, 2020 8:51:26 AM / by Warren Kirshenbaum posted in Brownfields Tax Credits, Historic Rehabilitation Tax Credit, Renewable Energy, Low Income Housing Tax Credit (LIHTC), capital gains rates, environmental tax credit, Tax credits, opportunity zones, ITC, OZ, tax reform, historic tax credits, historic buildings

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Unless you happen to earn your living in the financial planning field, you maybe be only slightly aware of the monumental nature of the changes to the IRS’s

, passed by Congress in 2017.

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2019: a milestone year.

[fa icon="calendar'] Feb 7, 2020 1:49:15 PM / by Warren Kirshenbaum

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Over the past 12 months, The Cherrytree Group helped investors and developers identify ideal opportunities for safe, stable growth.

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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

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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

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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.

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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

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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.

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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

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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.

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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

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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.

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The Trump Tax Plan

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

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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.

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