Cory Caddell, Senior Manager, Tax Services

Cory began his career seven years ago in accounting with LGT. He has extensive experience training and supervising staff, as well as teaching in-house CPE courses within the real estate and tax environments. Some of his current responsibilities include the preparation and review of individual, corporate, and partnership income tax returns, as well as state income and franchise tax returns. Cory also serves as a liaison between the partner, client, and professional staff on tax engagements.

Recent Posts

What is an Opportunity Zone?

Posted by Cory Caddell, Senior Manager, Tax Services on Mar 28, 2019

Through the new tax law, the Tax Cuts and Jobs Act (TCJA), an economic incentive program has been enacted to help prop up and foster growth in certain low-income communities. These communities are typically the hardest hit by job layoffs due to closure and/or relocation of vital local businesses.

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Topics: Real Estate, Tax Cuts and Jobs Act

New Law Increases Holding Period for Carried Interests

Posted by Cory Caddell, Senior Manager, Tax Services on Sep 24, 2018

On the campaign trail, President Trump pledged that tax reform under his leadership would target carried interests — more widely known in the real estate industry as the “promote” in partnership agreements or operating agreements for limited liability companies (LLCs) that are treated as partnerships for tax purposes. In the end, the Tax Cuts and Jobs Act (TCJA) only modifies the rules for carried interests, largely preserving their favorable tax treatment, rather than eliminating that treatment.

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Topics: Real Estate, Accounting Tips, IRS, accounting, TCJA

Sitting pretty

Posted by Cory Caddell, Senior Manager, Tax Services on Jul 25, 2018

Real estate industry among the big winners on new tax law

By passing the Tax Cuts and Jobs Act (TCJA) in late December 2017, Congress granted the holiday wishes of many involved in real estate. While the TCJA brought good cheer for the business community in general, the real estate industry is particularly likely to reap some lucrative rewards.

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Topics: Real Estate, Tax, accounting

Finding the right QI for your Section 1031 exchange

Posted by Cory Caddell, Senior Manager, Tax Services on Jun 26, 2017

So, you’ve decided to participate in an Internal Revenue Code (“IRC”) Sec. 1031 exchange. Qualified intermediaries (“QIs”) can make or break your exchange, so hiring the right one is crucial. Here’s what you need to know.

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Topics: Real Estate, Accounting Tips, Tax, Construction

Coming into its own: LLC investments

During the last decade, limited liability companies ("LLCs") have become one of the most preferred forms of business entities through which to hold title to investment real estate properties. Prior to LLCs, real estate investors seeking limited liability protection were largely limited to using corporations to acquire title — a form of entity that has potential drawbacks.

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Topics: Real Estate, Accounting Tips, Tax, Construction

When a bargain isn’t a bargain

Posted by Cory Caddell, Senior Manager, Tax Services on Jul 26, 2016

Factors to consider when purchasing property

Even though today’s real estate market has improved, you can still find investment properties at bargain prices. But, as with any real estate investment, the price may be too good to be true. Therefore, you’ll need to consider more than just the purchase price.

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Topics: Real Estate, Tax