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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

Topic

What lurks in some foreign ETFs

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

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The best way to own master LPs

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

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Would you like to do the contango?

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

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Surprises in state income taxes

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

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Commodities ETFs can be taxing

Investors in hedge funds and limited partnerships are used to receiving these forms, which reflect an investor's proportionate share of a partnership's taxable income or loss

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IRS ruling likely to nix options tactic

In light of a recent IRS decision that took some by surprise, there's one options strategy we're not likely to see anymore

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Strategies to use if taxes rise next year

There are multiple strategies that can be employed once we know what will happen with taxes in 2011

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What if the 2011 tax rate is set late?

It is likely that nothing will be known about the tax rate for 2011 until after the November elections. History shows us that if everyone knows that taxes are going up, taxpayers will employ strategies to accelerate income into this year.

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What a difference a REIT makes

Sometime this year, Weyerhaeuser Co. Ticker:(WY) will transform itself from a C corporation into a real estate investment trust.

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When hedging constitutes a sale

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.