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September 5, 2010
In two cases involving the hedging of appreciated stock positions, the U.S. Tax Court recently ruled that the investors who took the cases to court should be taxed as if they had sold their stock at the time that they entered into the hedging transactions.
August 8, 2010
Sometime this year, Weyerhaeuser Co. Ticker:(WY) will transform itself from a C corporation into a real estate investment trust.
July 19, 2010
Most taxable investors who wish to continue to hold shares of Weyerhaeuser Co. Ticker:(WY) should probably sell today and buy it back again tomorrow after the stock has gone ex-dividend.
May 30, 2010
My recent column on the taxation of listed options on SPDR Gold Shares GLD seems to have struck a nerve.
May 2, 2010
Under current law, the Medicare payroll tax applies only to wages.
April 4, 2010
Buried in the jobs creation law signed by President Barack Obama last month were a number of tax and reporting provisions that have nothing to do with employment opportunities.
March 7, 2010
All that glitters is not — well, you know the rest.
February 7, 2010
There is good news and bad news having no estate tax this year.
January 10, 2010
By seeking to tax stock transactions, legislation introduced recently by Rep. Peter DeFazio, D-Ore., would penalize the innocent at an exorbitant rate. The congressman's website offers an explanation for the Let Wall Street Pay for the Restoration of Main Street Act:...
November 29, 2009
There are few places in the tax law where one can “undo” an earlier taxable act.
November 1, 2009
Most money managers who strive to be tax-efficient harvest losses year-round.
October 4, 2009
In his book “Integrated Wealth Management: The New Direction for Portfolio Manager” (Euromoney Institutional Investor, 2006), Jean Brunel educates us as to the benefits of asset “location” — not to be confused with asset allocation.
September 6, 2009
High-income earners are in the government's cross hairs — at both the federal and state levels — and there is little sympathy for those so targeted.
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