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

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

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 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?

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Planning…for your tax planning.

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

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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.  

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2016 Novogradac Historic Tax Credit Conference!

[fa icon="calendar'] Sep 23, 2016 4:26:26 PM / by Warren Kirshenbaum posted in Historic Rehabilitation Tax Credit

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Following the release in late July of Proposed and Temporary Regulations by the IRS on the long awaited 50(d) issue that affects the structuring of historic tax credit transactions, Novogradac's 2016 Historic Tax Credit Conference on September 20-22 was certainly a well timed event.  The Conference, which was very well attended, covered the 50(d) issues, as well as other pertinent tax credit issues.  I attended the Conference and felt that it was a well presented, thought provoking, and beneficial industry event.  The City of Cleveland, and it's people are very welcoming, the revitalized downtown area was comforting and warm.  It was good to see colleagues and friends from the tax credit industry, to re-connect with others, and to share some laughs, good food and wine.

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Tax Credits in the Recent News (Part Two)

[fa icon="calendar'] Aug 18, 2016 4:14:02 PM / by Warren Kirshenbaum posted in Historic Rehabilitation Tax Credit, tax credit, environmental tax credit

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The second of the Cherrytree series of blog posts designed to highlight some recent tax credit news.

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Using the Historic Rehabilitation Tax Credit

[fa icon="calendar'] Aug 1, 2016 12:09:57 PM / by Warren Kirshenbaum posted in Historic Rehabilitation Tax Credit

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                Rehabilitating a historic property requires strict compliance with more building regulations than would be necessary for ground-up construction. Although a historic rehabilitation involves increased costs, a developer can secure both state and federal tax credits that, when combined, can recover up to forty percent (40%) of the construction budget. So, how can you use these incentives to aid your next financial project?

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Why we call ourselves a “Group”

[fa icon="calendar'] Jul 22, 2016 12:23:16 PM / by Warren Kirshenbaum posted in tax credit

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          As an overarching description, the Cherrytree Group is a group of entities that offers tax credit brokerage, syndication, and specialty finance services. The Group, in fact, is comprised of several affiliated entities that help clients with various aspects of their real estate projects.  Most of our work stems from deals involving state and/or federal tax credits, encompassing four main types of credits: Brownfields (BTC), renewable energy (ITC), historic rehabilitation (HTC), and low-income housing (LIHTC).

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Tax Credits : An Overview

[fa icon="calendar'] Jul 15, 2016 3:51:55 PM / by Warren Kirshenbaum posted in tax credit

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                Simply stated, a tax credit is a dollar-for-dollar offset against taxes that are due to either the state or federal government. Taxpayers can utilize their tax credits to offset taxes, or transfer their tax credits to

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Election Year Bipartisanship in the Tax Credit World

[fa icon="calendar'] Jul 7, 2016 1:30:00 PM / by Warren Kirshenbaum posted in tax credit

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The Affordable Housing Credit Improvement Act, which was introduced on May 16, 2016, could aid almost four million households that lack affordable housing.

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Tax Credits in the Recent News

[fa icon="calendar'] Jun 29, 2016 3:47:42 PM / by Warren Kirshenbaum posted in Investment Tax Credit, tax credit

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Our ever evolving world of tax credits has recently generated some interesting press. Today’s blog post will highlight some recent tax credit news.

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Are you interested in paying less taxes?

[fa icon="calendar'] May 24, 2016 4:17:07 PM / by Warren Kirshenbaum posted in Passive Income, Federal Tax Credit

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No matter whether you view the economy as sluggish, brisk, or flat, several realities are evident, those being that corporate tax rates are at a record "low" of 39%, the highest individual tax rates are 39.6%, and long term capital gains rates are on average 28.6%, when taking into account the federal deductions of state taxes and the phase-out of itemized deductions.  

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