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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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Carried interest: Whose ox is getting gored?

Managers of private investment partnerships usually get paid both a base management fee and a performance fee. Many times, the performance fee isn't paid in cash, but is instead paid to the manager as an allocation of profits.

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From the Tax Expert: Why you should sell Weyerhaeuser today

Most taxable investors who wish to continue to hold shares of Weyerhaeuser Co. Ticker:(WY) should probably sell today and buy it back again tomorrow after the stock has gone ex-dividend.

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More options taxation oddities

My recent column on the taxation of listed options on SPDR Gold Shares GLD seems to have struck a nerve.

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Taxes on dividends may nearly triple

Under current law, the Medicare payroll tax applies only to wages.

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Look out for hidden swap taxes

Buried in the jobs creation law signed by President Barack Obama last month were a number of tax and reporting provisions that have nothing to do with employment opportunities.

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Estate Tax Void has Unintended Consequences

There is good news and bad news having no estate tax this year.

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Two items to add to Jan. 4 to-do list

There are few places in the tax law where one can “undo” an earlier taxable act.

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Harvest losses without hurting alpha

Most money managers who strive to be tax-efficient harvest losses year-round.

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GRATs: Make hay while the sun shines

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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Pity the poor folks making $1M plus

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.