M3 Today Magazine M3 Today Magazine Winter 2019 | Page 29

TECHNOLOGY AND TA X TECHNOLOGY, TAX PLANNING, AND THE MARIJUANA INDUSTRY BY: MARC E. SEYBURN AS THE marijuana industry is quickly growing, it is attracting a lot of new businesses, many of which do not want to be subjected to (i) licensing requirements in their state of operations; or (ii) the consequences of being classified as trafficking a Schedule I or II controlled substance within the meaning of the Controlled Substances Act (title II of Pub. L. 91-513, October 29, 1970, 84 Stat. 1242, as amended). One example that I learned of that was particularly interesting to me is a smart container that provides many unique features. The company—which is called The TechCase—is selling its smart containers subject to a shared licensing arrangement where the cases would be used to securely transport valuable goods with data tracking, auto manifest, GPS, and other features, which are ideal features for transporting marijuana. This product creates many savings opportunities for what should be set up as a separate trade or business to meet the objectives recited above. When you start breaking a business down and trying to create separate businesses, it is not as easy as simply stating there is a new business. Internal Revenue Code (IRC) §446 provides that a taxpayer engaged in more than one trade or business can use different methods of accounting for each trade or business in computing taxable income, as long as the chosen method for each trade or business provides a clear reflection of income, and the trades or businesses must be separate and distinct. This area of the law provides great insight into the same issue that has faced many marijuana businesses as it relates to how to break a trade or business into multiple trades or businesses. This is a facts-and- circumstances analysis that requires you to work with your professionals. As we have seen in several tax court cases that have analyzed whether a single entity Marc E. Seyburn Marc E. Seyburn has been developing his professional skills for over 20 years, which has allowed him to cultivate his unique talents as a creative thinker in legal, tax and financial planning. Throughout his career he has gained valuable experience in all phases of transactional work, utilizing his unique skill set from capital raise through startup in a wide variety of industries. His primary technical expertise is in structural planning, partnership taxation, estate planning, jet acquisition structuring, cash flow modeling, and analyzing and structuring investment opportunities. In February 2010, Marc opened his current practice with the goal of taking advantage of up-to-date technology, as well as leveraging a new business plan that promotes increased efficiencies and flexibility in its fee arrangements. The sky is the limit for opportunities. seyburnlawpllc.com 29 has more than one business (CHAMPS, Collins, Oliver, etc.), the taxpayer must have good facts to get a good result. Thus, despite not having much in the way of direct authority for marijuana business tax planning, we do know there are other areas of the tax law, such as IRC §446, that have been around longer and can provide valuable insight into the planning process to create the best facts possible for your new business. Since there is no shortage of innovative smart people, the possibilities are endless. Professionals and clients should be reviewing all available technology and integrating where possible into their client’s business model or to create a new or separate business that meets the objectives set forth above. Don’t rush to get open if you haven’t done your planning. Your savings will be immeasurable.