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President's Budget Can Hit Investors Hard:
The Budget contains some Old Standbys, a few
Pieces of the Camp Tax Reforms and One Big Surprise
Investors and the Carried Interest Debate:
Changes being mulled in Congress would affect taxes paid by fund
investors, as well as managers
Tax Reform of Financial Products?:
The idea may be theoretically interesting, but it is too complex and
practically unworkable?
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Hedge Funds and the Taxable Investor: High-Income
taxpayers in investor hedge funds can be paying hundreds of basis
points of tax on phantom income. There are possible solutions to this
problem but none are without some baggage.
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Avoiding the Corporate Level of Tax: MLPs, REITs
and more |
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Tax Benefits of
SMAs?: It’s all about control of the portfolio’s
parts |
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GRATs:
The Time Is Now...
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The
21st Century Solutions to Hedging Low-Basis Stock
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Passive
vs. Active for the Taxable Investor
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Structured
Notes - Build Them Yourself: Lower costs
and better tax treatment are possible if an adviser goes solo. See
also:
SEC on Structured
Note Pricing |
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The
Most Tax-Efficient Way to Own Gold... |
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The
Best Way to Own MLPs
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Floating NAVs Could Prove Taxing: Money market fund reform would likely result in accouting headache for investors
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Mutual Fund Playground: Prohibitions have been ending slowly, and the door to hedge-fund like expenses is now open.
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Harvesting
Losses with Options: There are ways to take losses with minimal
disruption to alpha. |
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Commodities
ETFs Can Be Taxing: With these complex products, an unexpected tax
bill may arrive.
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Losses
on an ETF: Is there a way to take my loss on an Index ETF without
having to exit the index and NOT trigger the wash sale rules? |
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If Corporate Tax Rates Decline, Who Would Benefit, Who Would Get
Hurt?: If
corporate tax rates are lowered, some corporate tax payers will
be negatively affected
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Convert
Roths Early In the Year... |
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Straddle Rules 25th
Anniversary:
Twenty-First
invited the leading minds to weigh in on problems caused by the
straddle rules. The resulting article (from 20 authors) was printed in
tax notes®. |
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The
Estate Collar: Volatile markets call for clever solutions so that,
after a death, estates can profit from upswings--or downswings. |
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When
Is A Dividend Not A Dividend:
Sometimes a distribution turns out
to be a return of capital, which has its advantages. |
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Making
Most of Excess Capital Losses |
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Stock
Options: How Tax Rate Changes Impact Strategies for Stock Options
& Restricted Stock. |
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Are
Deferrals Worth It?: Deferring into a higher tax rate only makes
sense with double-digit returns or long time frames. |
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Selling
Covered Calls: Investors can reap the rewards of selling covered
calls without ever delivering their low-basis shares. |
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Special Dividends:
Familiarization with the complex way in which they're treated is important for investors. |
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When
ETFs Pass Along Gains: While ETFs can minimize taxes,
there are caveats. |
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After
Tax Cost of Charitable Contributions:
Our analysis concludes that for those in high tax states, the after
tax cost of a charitable donation has NOT gone up and may have
actually decreased
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Stealth
Taxes: How stealth taxes impact investor costs. |
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ETNs
Under the Microscope: Currency ETNs are debt, other ETNs are open for
comment.
Op. Ed.
in InvestmentNews. |
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Best
Place For Growth Stocks: Are
IRAs the best “pocket” for growth stocks?
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