Finance Instruments, Derivatives, and Project Finance / Leasing Tax

At Hart David Carson, we advise our clients on their preparation for the numerous tax consequences of their financial transactions and investments. Finance instruments, derivatives, project financing, leasing transactions, and other types of investment vehicles are all means of increasing your wealth and minimizing your tax liabilities, and you need the expertise and guidance of a tax lawyer to make sure they function in a way that is maximally beneficial to you.

Our attorneys can assist you with the structuring and management of all manner of investments and complex financial transactions, including:

• Derivatives such as futures, swaps, and over-the-counter derivative transactions
• Securities
• Commodities
• Fixed income
• Real estate investment trusts (REITs)
• Real estate mortgage investment conduits (REMICs)
• Regulated investment companies (RICs)
• Collateralized loan obligations (CLOs)
• Asset-backed securitizations
• Hedge funds and monetization
• Hybrid instruments
• Cross-border investments
• Project financing
• Lease transactions

With decades of experience in investing and managing financial instruments, we help clients throughout Illinois account for the tax consequences of their complex financial transactions. Each vehicle has its own tax implications, and it’s important to make sure your trading activities and portfolios are structured in such a way that minimize your tax burden while giving you access to deductions, exemptions, and other tax advantages.

The trading of futures, commodities, derivatives, and other financial instruments is generally done in order to maximize profitability while minimizing tax obligations. In order to achieve that, however, you need to take into account a myriad of laws and policies since each type of instrument has its own tax implications. Hart David Carson, provides guidance on every nuance of trading financial products, including:

• Structuring accounts to shield higher-tax assets from taxation authorities
• Leveraging commodities to hedge against the costs of higher-liability assets
• Careful valuation of financial vehicles to plan for value-added taxes (VAT)
• Planning project financing and leasing to minimize the impact of tax liability on your business
• Securing tax advantages, deductions, and exemptions from qualifying investments
• State and international regulations that may impact the tax obligations of underlying assets

With a carefully constructed tax plan for your finance instruments, derivatives, and other investments, you are able to minimize the amount you owe the IRS and other taxation authorities while maintaining and increasing the profitability of your investment portfolio. Your investments are safe and secure, and you’ll know how to utilize them to their maximum effect.

Whether you are just starting into investing or have an expansive and well established portfolio, Hart David Carson, can help you make the most of your financial transactions. We have extensive experience in matters relating to investments, financial instruments, and transactions of all varieties, which gives us the insight you need in order to plan your transactions in such a way that will boost profitability while making your operations more tax efficient.

To learn more about our legal services or to schedule a free consultation, contact Hart David Carson, today.