Tax advantage

Ecofin Releases TSIFX Quarterly Commentary Piece

Retrieved on: 
Friday, July 23, 2021

Ecofin announces the release of the Ecofin Tax-Advantaged Social Impact Fund (NASDAQ: TSIFX) quarterly commentary piece.

Key Points: 
  • Ecofin announces the release of the Ecofin Tax-Advantaged Social Impact Fund (NASDAQ: TSIFX) quarterly commentary piece.
  • The piece highlights deal transactions made during the quarter and includes a market update and outlook.
  • A copy of the commentary piece is available here .
  • Ecofin Investments, LLC is the parent of registered investment advisers Ecofin Advisors, LLC and Ecofin Advisors Limited (collectively "Ecofin").

Fintech Platform B Charitable Launches to Make Charitable Giving Easy, Safe, and Tax Deductible for All

Retrieved on: 
Tuesday, June 22, 2021

B Charitable is the only charitable giving platform that harnesses the tax advantage of a charitable contribution and combines that with smart technology, crowdfunding campaigns, low fees, performance tracking, and tax-free investment growth.

Key Points: 
  • B Charitable is the only charitable giving platform that harnesses the tax advantage of a charitable contribution and combines that with smart technology, crowdfunding campaigns, low fees, performance tracking, and tax-free investment growth.
  • Unlike those platforms, B Charitable is a tax-exempt entity whose sole purpose is to house charitable gifting funds for individuals.
  • The donor receives one consolidated receipt for all of their charitable giving at the end of the year that is done through the B Charitable platform.
  • The platform can be easily accessed on the B Charitable website and an easy to use APP is launching soon.

End of School Year Brings a Planning Opportunity for Higher Education Savings

Retrieved on: 
Tuesday, June 8, 2021

Its an ideal time to plan for the future by starting a tax-advantaged 529 college savings plan with The Education Plan.

Key Points: 
  • Its an ideal time to plan for the future by starting a tax-advantaged 529 college savings plan with The Education Plan.
  • Studies show students with at least $500 saved for higher education are 3 times more likely to attend college and 4 times more likely to graduate.
  • Higher education is often a path to greater career satisfaction and financial security especially if student loan debt is kept to a minimum.
  • As a result, planning for and investing in your childs or loved ones education now can help to ensure a brighter future.

Nuveen Multi-Asset Funds Announce Proposed Reorganizations

Retrieved on: 
Friday, April 23, 2021

b'The Board of Trustees of Nuveen Diversified Dividend and Income Fund (NYSE: JDD), Nuveen Tax-Advantaged Total Return Strategy Fund (NYSE: JTA), and Nuveen Tax-Advantaged Dividend Growth Fund (NYSE: JTD) have approved a proposal to reorganize the funds.

Key Points: 
  • b'The Board of Trustees of Nuveen Diversified Dividend and Income Fund (NYSE: JDD), Nuveen Tax-Advantaged Total Return Strategy Fund (NYSE: JTA), and Nuveen Tax-Advantaged Dividend Growth Fund (NYSE: JTD) have approved a proposal to reorganize the funds.
  • The proposed reorganizations, if approved by shareholders, would combine JDD, JTA, and JTD into a single fund with a new investment mandate.
  • Nuveen has $1.2 trillion in assets under management as of 31 March 2021 and operations in 27 countries.
  • Closed-end funds frequently trade at a discount to their net asset value.\n'

Monarch Private Capital Welcomes Bryan Mills as New In-House Counsel

Retrieved on: 
Friday, April 9, 2021

ATLANTA, April 09, 2021 (GLOBE NEWSWIRE) -- Monarch Private Capital , a nationally recognized tax-advantaged investment firm that develops, finances and manages a diversified portfolio of projects that generate both federal and state tax credits, is pleased to welcome Bryan Mills to the team as new In-House Counsel.

Key Points: 
  • ATLANTA, April 09, 2021 (GLOBE NEWSWIRE) -- Monarch Private Capital , a nationally recognized tax-advantaged investment firm that develops, finances and manages a diversified portfolio of projects that generate both federal and state tax credits, is pleased to welcome Bryan Mills to the team as new In-House Counsel.
  • Mills began his business background studying at Auburn University, where he received a Bachelor of Science in finance.
  • Monarch Private Capital manages ESG funds that positively impact communities by creating clean power, jobs and homes.
  • Monarch Private Capital has long-term relationships with institutional and individual investors, developers and lenders that participate in these types of federal and state programs.

Direct Energy Fund Is Open to Investments from Accredited Investors; Invito Energy Partners Fund Focuses on Tax Deductions

Retrieved on: 
Monday, October 12, 2020

Invito Energy Partners, LLC (IEP) , an energy investment management firm has announced the launch of a $20 Million private energy fund.

Key Points: 
  • Invito Energy Partners, LLC (IEP) , an energy investment management firm has announced the launch of a $20 Million private energy fund.
  • The Tax-Advantaged Energy Fund (TAEF) is focused on direct investments into drilling of oil and natural gas wells.
  • When structured correctly, direct energy investments provide the investor with portfolio diversification, tremendous tax deductions, and an income stream from distributions, said Steve Blackwell, CEO of Invito Energy Partners.
  • Founded in 2019, Invito Energy Partners LLC serves as a general partner to its direct energy funds.

Meridian Investments Closes Record $257.5 Million LIHTC Fund for R4 Capital

Retrieved on: 
Thursday, July 2, 2020

BETHESDA, Md., July 2, 2020 /PRNewswire-PRWeb/ --Meridian Investments, Inc. is pleased to announce the closing of R4 Housing Partners XIV, LP., a Section 42 Housing Tax Credit Fund.

Key Points: 
  • BETHESDA, Md., July 2, 2020 /PRNewswire-PRWeb/ --Meridian Investments, Inc. is pleased to announce the closing of R4 Housing Partners XIV, LP., a Section 42 Housing Tax Credit Fund.
  • R4 Capital has continuing relationships with the nation's top LIHTC developers built over 30 years in more than 2,000 transactions.
  • Meridian is active in both the primary and secondary LIHTC markets as well as wind and solar energy renewables and statutory tax advantaged investments.
  • Media Contacts & LIHTC Program Information Requests:
    Rachel Tall, SVP | Director of Marketing, R4 Capital LLC ,780 Third Avenue, 16th Floor, New York, NY 10017, (O) +1 646 863-6815

Tortoise’s Social Infrastructure Team to Host TSIFX Quarterly Conference Call

Retrieved on: 
Tuesday, April 7, 2020

Tortoises social infrastructure team announced it will host a conference call specific to their Tax-Advantaged Social Infrastructure Fund (NASDAQ: TSIFX) on Wednesday, April 8, 2020 at 11am EDT.

Key Points: 
  • Tortoises social infrastructure team announced it will host a conference call specific to their Tax-Advantaged Social Infrastructure Fund (NASDAQ: TSIFX) on Wednesday, April 8, 2020 at 11am EDT.
  • The fund's investment objective, risks, charges and expenses must be considered carefully before investing.
  • The statutory and summary prospectus ( click here ) contain this and other important information about the fund.
  • is the Adviser to the Tortoise Tax-Advantaged Social Infrastructure Fund.

Ninepoint 2018 Flow-Through Limited Partnership Announces Completion of Rollover Transaction

Retrieved on: 
Friday, February 7, 2020

TORONTO, Feb. 07, 2020 (GLOBE NEWSWIRE) -- Ninepoint 2018 Flow-Through Limited Partnership (the Partnership), announced today that it had completed the tax-deferred transfer of the assets of the Partnership (the Mutual Fund Rollover Transaction) into Ninepoint Resource Class (the Resource Fund) of Ninepoint Corporate Class Inc. on February 3, 2020, as discussed in the Partnerships press release of November 15, 2019.

Key Points: 
  • TORONTO, Feb. 07, 2020 (GLOBE NEWSWIRE) -- Ninepoint 2018 Flow-Through Limited Partnership (the Partnership), announced today that it had completed the tax-deferred transfer of the assets of the Partnership (the Mutual Fund Rollover Transaction) into Ninepoint Resource Class (the Resource Fund) of Ninepoint Corporate Class Inc. on February 3, 2020, as discussed in the Partnerships press release of November 15, 2019.
  • The final net asset value per Partnership unit for purposes of the Mutual Fund Rollover Transaction was $13.3423 per Partnership unit.
  • Accordingly, each holder of Partnership units will receive 2.2971 Fund Shares for each Partnership unit held.
  • For investors looking for another tax-advantaged investment, Ninepoint Partners LP has filed and received a receipt for a final prospectus dated January 31, 2020 offering limited partnership units of the National Class and the Quebec Class of a new flow-through limited partnership, Ninepoint 2020 Flow-Through Limited Partnership.

Capital Square Acquires $505 Million in Tax-Advantaged Real Estate During 2019 and Expands Sales Team

Retrieved on: 
Wednesday, January 15, 2020

"Capital Square had a record year in 2019, with nearly 500 investors participating in DST and opportunity zone investments," said Louis Rogers, founder and chief executive officer of Capital Square.

Key Points: 
  • "Capital Square had a record year in 2019, with nearly 500 investors participating in DST and opportunity zone investments," said Louis Rogers, founder and chief executive officer of Capital Square.
  • * The continuation of highly profitable, full-cycle sales activity validates Capital Square's business plan of buying, managing and selling tax-advantaged real estate investments."
  • In their new roles, Brunger will oversee Capital Square's sales team and Middaugh will be responsible for sales in the Mid-Atlantic.
  • Brunger joins Capital Square with an extensive background in the real estate and financial services industries.