Tuesday, October 31, 2017

Joseph M. Belth: No. 54: Daniel Carpenter and a Host of Criminal Allegations

Joseph M. Belth: No. 54: Daniel Carpenter and a Host of Criminal Allegations

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  1. Joseph M. Belth
    BlogBioThe Insurance Forum
    Monday, June 23, 2014
    No. 54: Daniel Carpenter and a Host of Criminal Allegations
    Daniel E. Carpenter (Simsbury, CT), attorney and businessman, was scheduled to report to a federal prison on Friday, June 20. His saga involves cases over more than a decade in federal district courts, circuit courts of appeal, and the Supreme Court. Among the federal agencies involved in the cases are the Department of Justice, the Department of Labor, the Department of the Treasury, and the Internal Revenue Service (IRS). Several cases are ongoing despite Carpenter's incarceration.

    The Section 1031 Fraud Allegations
    Carpenter owned and operated Benistar, Ltd. and its subsidiaries. One Benistar function was to act as an intermediary in Section 1031 property exchanges. That section of the Internal Revenue Code allows the owner of investment property to defer capital gains taxes on the sale of the property by rolling the proceeds of the sale into the purchase of replacement property. However, the tax deferral is lost if the owner (the "exchangor") takes possession of the sale proceeds. Therefore, companies such as Benistar offer to act as an intermediary by holding the proceeds in escrow until the exchangor is ready to close on the replacement property.

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