Results for "Tax Planning"

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The best way to play Kinder Morgan

June 16, 2013

Recently there have been lots of articles written about the “kinder” (German for children) of Kinder Morgan. There is Kinder Morgan Energy Partners LP (KMP), Kinder Morgan Management LLC (KMR) and Kinder Morgan Inc. (KMI). Kinder Morgan...

Looking inside the president's budget

April 21, 2013

President Barack Obama's proposed budget for fiscal 2014 contains a host of revenue raisers relevant to taxpaying investors. The budget is a conglomeration of 1) proposals discussed in recent tax reform hearings held by House Ways and Means...

Another side of the carried-interest debate

March 24, 2013

Most of the debate over carried interest centers on whether managers of hedge funds, leveraged-buyout funds, venture capital funds and other private investment partnerships are paying their fair share of taxes. But if Congress changes the carried-interest...

Tax reform of financial products?

February 24, 2013

The House Ways and Means Committee has released a draft proposal for sweeping reform of tax laws dealing with financial products. Most of the proposals might be too complex or unfair to become law. Financial derivatives no longer would generate...

For wealthy, a hard fall off the cliff

January 27, 2013

For those who make more than $450,000 a year, New Year's Eve brought no good news. These high-income individuals were hit with almost all the tax increases associated with the fiscal cliff. The top rate on investment income increased 24% to...

401(k) plans shouldn't jump the gun divesting firearm stocks

January 20, 2013

Plan sponsors may want to hold off if they are thinking of selling stocks of controversial companies such as firearms manufacturers, despite the fact that some public pension plans are reviewing their holdings of such stocks, some financial...

The tax lure of MLPs and REITs

December 16, 2012

Looking for alternative investments after the market crash, many investors turned to master limited partnerships and real estate investment trusts. One of the attractions of such investments is that MLPs and REITs do not pay taxes as they would...

Advisers wrestle with uncertainty over capital gains

December 9, 2012

Faced with a capital gains tax rate that may rise to 20%, from 15%, next year, financial advisers are grappling with whether to take gains now or hold off in the hope that any increase will be less dramatic. If no deal is reached in the fiscal...

A surefire way to cut taxes for shareholders

November 18, 2012

Recently, an old friend called to commiserate about the possible spike in taxes on dividends. He made a good suggestion: Companies that usually pay dividends in January should pay them in December, saving shareholders millions, possibly billions,...

Cap deductions to balance the budget

October 21, 2012

President Barack Obama and former Massachusetts Gov. Mitt Romney disagree on a lot of things, but one thing they agree on is limiting federal income tax deductions to help balance the budget. Every White House budget proposal over the past four...

The tax implications of special dividends

September 23, 2012

This year is shaping up to be a good one for special dividends, with more than 80 an-nounced so far. A new monthly record was set last month, when a total of $34 billion in special dividends were announced. Special dividends are above and beyond...

Floating NAVs could prove taxing

August 26, 2012

As much as I hate to admit it, the forces that advocate keeping a stable net asset value for money market funds have found a potent argument. In “Say Goodbye to Money Funds” (Feb 15, 2009), I argued for the idea of money market funds' reflecting...

Contemplating an 18% long-term rate

June 17, 2012

Few remember that there was once an 18% tax rate on “super” long-term property. The rate, which was to apply only to property purchased after Dec. 31, 2000, and held more than five years, was part of the Taxpayer Relief Act of 1997, which...

Are incentive fees coming to funds?

May 20, 2012

Boy, what a difference 25 years makes in the world of fund taxation. When my firm launched the first long/short fund in 1986, we had to contend with several constraints: the “short short” rule, which I will explain in a moment, a limitation...

A better approach to taxing gains?

April 22, 2012

Late last year, I attended a hearing of the congressional Joint Committee of Taxation on the taxation of financial products. One of the four speakers testifying that day was attorney David S. Miller, who put forth the idea that really rich people...

What lurks in the president's budget

February 19, 2012

With the big exception of dividends, President Barack Obama's 2013 budget looks very much like his 2012 budget. In fact, many of the tax changes affecting individuals that were proposed in the 2012 budget and not enacted show up again in the...

Last chance to double up on losses

November 20, 2011

A core principle of managing portfolios for tax efficiency is disciplined loss harvesting. And one of the most popular loss-harvesting techniques is doubling up, which allows investors to harvest losses effectively while sticking to a particular...

Top marginal tax rates may skyrocket

October 23, 2011

The latest news from Washington isn't good. The political winds have shifted and “millionaires” now are expected to shoulder much of the burden of balancing the budget. The recently proposed 5.6% surtax on those with the highest income,...

Last chance to re-characterize

September 25, 2011

Much has been written about the opportunity to undo, or re-characterize, a Roth IRA conversion if the assets in the account depreciate. In fact, we have recommended converting early in the year to maximize this look-back period and noted that...

Are your clients traders or investors?

July 24, 2011

Under U.S. tax law, investment expenses are considered miscellaneous itemized deductions. But these so-called Section 212 deductions are limited, and the limits result in most investors' not being able to deduct investment expenses such as management...

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