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Friday, November 20, 2009
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The Tax-Conscious Adviser
Most money managers who strive to be tax-efficient harvest losses year-round.
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.
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.
The recent SEC rule change allowing unexercised employee options to act as collateral for listed publicly traded options is good news for holders of employee options.
Through the passage of the American Recovery and Reinvestment Act, the government has created Build America Bonds.
The Department of the Treasury's recently re-leased “Green Book” describes in detail the revenue proposals contained in the president's budget for fiscal-year 2010.
Some dividends aren't dividends at all. Sometimes they are a distribution known as a return of capital, which are actually returns of an investment instead of returns on an investment.
The release of Internal Revenue Service Ruling 2009-9 and Revenue Procedure 2009-20 be-fore the April 15 filing deadline has granted timely guidance to victims of Bernard Madoff.
Since the market has devastated portfolios, many investors find themselves with substantial capital losses.
Wash sale rules prohibit an investor from recognizing a loss for tax purposes if securities are sold and "substantially identical" securities are purchased within 31 days.
Investors and their advisers are rightfully concerned about running afoul of the wash sale rule and triggering a taxable event. As you know, a wash sale — as defined in Section 1091 of the Internal Revenue Code — occurs when an investor sells property at a loss and within 30 days acquires "substantially identical" property.
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