Internal Revenue Service, every mention

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every year anyone Gregg Lemkau 4Roz Hewsenian 3Manny Friedman 3Andy Lee 3Anthony Scaramucci 2Steve Kuhn 1Michael Cembalest 1Joshua Fenton 1Jan Garfinkel 1Dan Egan 1

Verbatim, from the transcripts: the passages where Internal Revenue Service comes up

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CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401) Aug 19, 2024 · 1 mention

Andy Lee – Empty Rooms: Investing in Tax Assets at Parallaxes Capital (Capital Allocators, EP.305) Mar 30, 2023 · 3 mentions

  • ▶ 17:09 Andy Lee Many of these are large-scale businesses, and so one of the things that they don't want to do is to publicly announce that they are undertaking an IRS audit. 2 times in the scene
  • ▶ 30:07 Andy Lee We actually tried to hire an advisor who had previously been a former IRS commissioner

Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292) Jan 16, 2023 · 2 mentions

Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291) Jan 9, 2023 · 4 mentions

Brent Montgomery – The Disney Flywheel at Wheelhouse (Capital Allocators, EP.265) Aug 8, 2022 · 1 mention

  • ▶ 5:45 Brent Montgomery I wouldn't say it was a thriving business, but that led to then a lawn mowing business and a baseball card business, things that were more above board, although the IRS may still be owed some on either of those businesses.

Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216) Oct 4, 2021 · 1 mention

  • ▶ 19:01 Barry Sternlicht And as we were making significant progress, they introduced the IRS restructuring bill, and they removed our rider and threw it into that bill, and it passed, I think, 102 to zero, whatever the number of centers are.

Jan Garfinkle – Arboretum Ventures (Manager Meetings, EP.09) Sep 2, 2021 · 1 mention

  • ▶ 27:00 Jan Garfinkel I literally walked home, went on the computer, went to irs.gov, filed for a tax ID number and started Arboretum.

Manny Friedman – EJF on Economic Opportunity Zones (EP.91) Mar 18, 2019 · 2 mentions

  • ▶ 13:29 Manny Friedman So we have heard from Congress, we've heard from the White House, we've heard from Treasury, Internal Revenue, that the rules are going to be extremely liberal to encourage both investments in op zones and allow
  • ▶ 29:41 Manny Friedman But now the regulations have to be written around it, but that doesn't need Congress, that just needs the Internal Revenue and the Treasury Department to get together

Steve Kuhn – Life After Hedge Funds (Capital Allocators, EP.85) Feb 4, 2019 · 1 mention

Roz Hewsenian –Helmsley Trust's Chief of People and Process (Capital Allocators, EP.63) Aug 6, 2018 · 3 mentions

  • ▶ 37:26 Roz Hewsenian The IRS requires us to do that. 2 times in the scene
  • ▶ 1:12:12 Roz Hewsenian First and foremost, we have to be able to comply with the excess business holdings rule that is visited upon foundations by the IRS, and that says that you cannot own any more than 20% of an operating entity, a for-profit operating entity.

Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61) Jul 23, 2018 · 1 mention

Michael Cembalest – Eye on the Market (Capital Allocators, EP.49) Apr 23, 2018 · 1 mention

  • ▶ 44:23 Michael Cembalest And drunks throw in IRS returns on the back of a brick that have more information on them than some of the state disclosures, let's say going back 10 years, from the perspective of an investor who wants to understand issues and risks…

Dan Egan – Better Investment Outcomes (Capital Allocators, EP.23) Aug 28, 2017 · 1 mention

  • ▶ 18:36 Dan Egan It's, it's the, the US government and the IRS, and they do not move quickly, and they're going to declare their rules before they change them.
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