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Robert N. Gordon

Robert N. Gordon is the chief executive of Twenty-First Securities Corp. and an adjunct professor at New York University’s Leonard N. Stern School of Business. LinkedIn: https://www.linkedin.com/in/robert-n-gordon-22b662b1

Displaying 47 results

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Why President Obama’s estate tax proposal is a big deal

The president's proposed change in step-up in basis would have a major impact on high-net-worth earners' taxes, according to Robert N. Gordon.

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New cost-basis rules for options

Problems can arise because of a gap between tax laws and what a broker must report to clients.

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Year-end tax strategies for 401(k)s, stock options and Roth conversions

December to January offers a great window of time to optimize your financial decisions for low taxes.

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Some year-end tax strategies to consider

When is the best time for clients to fund their retirement plans? One has until April 15, 2015…

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Working around the wash-sale rule

Options can be handy tools for loss harvesting, but be careful you don't run afoul of the IRS

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How are REIT dividends taxed?

Distributions retain the tax characteristics of what happened in the REIT

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Inversions the latest tax-cutting strategy

U.S. corporations have been going through a series of reinventions to minimize bite from the IRS.

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Derivative basket options questioned

The Senate Permanent Subcommittee on Investigations has turned its attention to a derivative strategy that, from a tax…

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Out-of-state trusts may lose appeal

New York alters rules to stop taxpayers from avoiding state taxes by setting up trusts elsewhere.

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Not all MLP funds created equal

Some go to extraordinary lengths to qualify for preferential treatment under the tax code.