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Friday, November 20, 2009
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Tax
U.S. clients with more than 1 million Swiss Francs in offshore accounts with UBS could be ratted out.
A Virginia man will spend more than seven years in prison for running a Ponzi scheme that bilked more than $5 million from more than 30 investors.
Most money managers who strive to be tax-efficient harvest losses year-round.
The love affair financial advisers have enjoyed with American Funds has cooled.
A New York businessman who admitted hiding assets worth $8 million with Swiss bank UBS AG was sentenced to three months in prison for a Florida tax conviction.
A wealthy accountant who provided extensive help in the tax evasion probe of Swiss bank UBS AG was sentenced to a year of house arrest Wednesday after admitting he concealed about $6 million in assets from the IRS.
Key lawmakers unveiled a bill Tuesday aiming to crack down on wealthy tax dodgers hiding money overseas.
With the upcoming changes to the Roth IRA conversion rules, financial advisers might think that clients would be banging down their doors to convert their traditional individual retirement accounts.
Financial advisers who have sold certain types of retirement and other benefit plans to small businesses might soon face a wave of lawsuits unless Congress takes action.
To deal with the “Roth revolution” that starts next year, advisers' best tool may be a crystal ball.
Contribution limits for 401(k) plans will remain unchanged next year, the Internal Revenue Service announced today.
Many U.S. taxpayers with unreported income from hidden offshore accounts have decided to participate in the government's tax amnesty program, which ends tomorrow, according to tax attorneys.
Some 7,500 international tax dodgers have applied for an amnesty program that promises no jail time and reduced penalties for tax cheats who come forward, the IRS announced Wednesday.
Citigroup has been fined $600,000 today by the Financial Industry Regulatory Authority, according to multiple media reports.
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.
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