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New
Tax Laws Ahead:
What Do I Need to Do Now?
What
Lurks in the President's Budget
Top
Marginal Tax Rates May Skyrocket
If
Corporate Tax Rates Were to Drop
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Goodbye
MIPS, Welcome Back Real Preferreds
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Commodities
ETFs Can Be Taxing: With these complex products, an unexpected tax
bill may arrive.
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Passive
vs. Active for the Taxable Investor
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Harvesting
Losses with Options: There are ways to take losses with minimal
disruption to alpha.
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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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The
Most Tax-Efficient Way to Own Gold...
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The
Best Way to Own MLPs
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Convert
Roths Early In the Year...
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GRATs:
The Time Is Now...
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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
21st Century Solutions to Hedging Low-Basis Stock
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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: Here are some ways to create gains
through timely sales of fixed-income investments.
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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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Harvest
Your Capital Gains?: Do the math when considering paying taxes now
rather than later.
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Structured
Notes - Build Them Yourself: Lower costs and better tax treatment
are possible if an adviser goes solo.
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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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When
ETFs Pass Along Gains: While ETFs can minimize taxes,
there are caveats.
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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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IRA
Wash Sale Issue Clarified: An investor who purchases shares in
their IRA that were recently sold for a loss DOES trigger the wash
sale rules.
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Best
Place For Growth Stocks: Are
IRAs the best “pocket” for growth stocks?
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Drawing
Down Retirement Money: Conference to consider
tax-efficient ways to manage withdrawal of assets.
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