November 20, 2011

Last chance to double up on losses

By Robert N. Gordon

A core principle of managing portfolios for tax efficiency is disciplined loss harvesting

• tax

October 23, 2011

Top marginal tax rates may skyrocket

By Robert N. Gordon

The political winds have shifted and “millionaires” now are expected to shoulder much of the burden of balancing the budget

• tax

September 25, 2011

Last chance to re-characterize

By Robert N. Gordon

Much has been written about the opportunity to undo, or re-characterize, a Roth IRA conversion if the assets in the account depreciate

• Individual retirement accounts (IRAs),
• tax

July 24, 2011

Are your clients traders or investors?

By Robert N. Gordon

Under U.S. tax law, investment expenses are considered miscellaneous itemized deductions

• tax

June 19, 2011

The complexity of ETF options

As they do with stocks, investors have the opportunity to trade listed options on many exchange-traded funds

• exchange traded funds (ETFs),
• tax

May 22, 2011

What lurks in some foreign ETFs

By Robert N. Gordon

The latest wrinkle in the world of exchange-traded funds is a fund that is a foreign company

• tax

April 24, 2011

The best way to own master LPs

By Robert N. Gordon

Master limited partnerships are legal entities that trade on an exchange but are not corporations

• tax

March 27, 2011

Surprises in state income taxes

By Robert N. Gordon

State taxes don't always follow the same rules used in calculating federal income taxes

• tax

February 27, 2011

Would you like to do the contango?

By Robert N. Gordon

As we discussed last month, futures-based ETFs may generate considerable tax-related confusion

• exchange traded funds (ETFs),
• exchange traded notes (ETNs),
• tax