2012 - The Tax Conscious Adviser articles

What lurks in the president's budget

February 19, 2012

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2011 - The Tax Conscious Adviser articles

Last chance to double up on losses

November 20, 2011

Top marginal tax rates may skyrocket: 'Millionaires' are now expected to shoulder much of the burden of balancing the budget

October 23, 2011

Last chance to re-characterize: For those with losses in converted Roth IRAs, the deadline for undoing 2010 conversions is Oct 17

September 25, 2011

Are your clients traders or investors?: In light of a Massachusetts directive, the after-tax cost of investing hangs on the answer

July 24, 2011

The complexity of ETF options: Key to ascertaining whether they will be taxed 'normally' lies in whether or not they are equities

June 19, 2011

What lurks in some foreign ETFs: Passive foreign investment companies can generate big tax bills if proper reporting isn't filed

May 22, 2011

Surprises in state income taxes: Around the country, substantial income is treated very differently by state law

March 27, 2011

Would you like to do the contango?: Don't dance with futures-based exchange-traded funds unless you understand the steps

February 27, 2011

Commodities ETFs can be taxing :With these complex products, an unexpected bill and confusion sometimes may arrive

January 30, 2011

How to start the year off right:New mutual fund tax rules and the end of a Social Security free lunch 

January 2, 2011

2010 - The Tax Conscious Adviser articles

IRS ruling likely to nix options tactics: Instead of deferring gain, hedge fund investors will have to pay tax at short-term rate

November 28, 2010

Strategies to use if taxes rise next year: Deferring deductions and accelerating income may make sense in bizarre world of hiked rates

November 7, 2010

What if the 2011 tax rate is set late?: Wealthy investors will want to move income forward to this year, saving amount hit by hike

October 3, 2010

When hedging constitutes a sale: Two Tax Court decisions show that certain transactions can have costly consequences

September 5, 2010

What a difference a REIT makes: Weyerhaeuser conversion makes it more tax-efficient, but shareholders took a hit on dividend

August 8, 2010

Why you should sell Weyerhaeuser today:Most taxable investors who wish to hold shares of Weyerhaeuser should probably sell today and buy it back again tomorrow after the stock has gone ex-dividend

July 19, 2010

Carried Interest: Whose ox is getting gored?: The burden will fall on venture capital and leveraged-buyout funds, not hedge funds

June 27, 2010

More options taxation oddities: Not all such investments are similarly taxed, so take advantage when you can

May 30, 2010

Taxes on dividends may nearly triple: Investment income will take a huge hit to help pay for health care reform

May 2, 2010

Look out for hidden swap taxes: Changes will affect U.S. tax-exempt entities that invest overseas

April 4, 2010

The most tax-efficient way to own gold: For the IRS, the investment is a collectible when it is held in the form of coins or bullion

March 7, 2010

Estimated tax void has unintended consequences: Check wills to make sure that there are no surprises; consider accelerating gifts in 2010

February 7, 2010

Proposal to tax transactions is misguided: If punishment is congressman's goal, the average investor, not Wall Street, would pay the price

January 10, 2010

2009 - The Tax Conscious Adviser articles

Two items to add to January 4 to-do list: The earlier in 2010 your clients exercise incentive stock options or convert to a Roth, the better

November 29, 2009

What to do for clients now and next year: This article is an edited transcript of an October 20, 2009 webcast, Tax Planning: What to do for clients now and in 2010

November 8, 2009

Harvest losses without hurting alpha: The time to consider wash sale strategies for the 2009 tax year is before Thanksgiving

November 1, 2009

GRATs: Make hay while the sun shines: If Obama has his way, grantor remainder annuity trusts will become less attractive

October 4, 2009

Pity the poor folks making $1M plus: They already pay most of the taxes, and it's going to get worse if the feds enact health "surtax"

September 6, 2009

New option for employee options: Recent SEC rule change allows unexercised ones to act as collateral in hedging transactions

August 9, 2009

Two new munis and swaps recap: Build America Bonds offer investors taxable alternatives; watch out for swaps withholding

June 28, 2009

Investors and Obama's tax plan The specifics are released in the Treasury Department's "Green Book", and it could get ugly

May 31, 2009

When is a dividend not a dividend?: Sometimes a distribution turns out to be a return of capital, which has its advantages

May 3, 2009

Some good news for Madoff victims: The IRS has issued timely guidance on how to claim "safe harbor" for theft losses

April 5, 2009

Making most of excess capital losses: Here are some ways to create gains through timely sales of fixed-income investments

March 8, 2009

Say goodbye to money funds: February 15, 2009

Wash sales and index investing: Some lessons from a robust loss-harvesting season

January 11, 2009

2008 - The Tax Conscious Adviser articles

Harvesting losses with options: There are ways to take losses with minimal disruption to alpha

November 23, 2008

Kudos to the tax writers: The bailout demanded quick answers, and the government responded admirably

October 26, 2008

Dividends, withholding, offshore funds: Congress takes on 'enhancements' created by Wall Street to minimize taxes

September 28, 2008

The tax impact of selling calls: The sales can bring in good money, but watch out for tax traps

September 1, 2008

New IRS rulings affect investors: There are ways to take losses with minimal disruption to alpha

August 4, 2008

Are deferrals worth it?: Deferring into a higher tax rate makes sense with double-digit returns or long time frames

June 30, 2008

Harvest your capital gains?: Do the math when considering paying taxes now rather than later

June 2, 2008

Why pick on exchange traded notes?: None of the proposed 'fixes' would solve the tax issues surrounding ETNs

May 5, 2008

How fees can trigger stealth taxes: Tax rules treat investment fees in a variety of ways, which might affect portfolios

April 7, 2008

Drawing down the retirement money: Upcoming conference to consider tax-efficient ways to manage withdrawal of assets

March 10, 2008

When ETFs pass along gains: Exchange traded funds can minimize taxes, but that isn't always the case

February 11, 2008

Now is the time to exercise ISOs: Don't forget to value shares that are purchased before year-end

January 14, 2008 

2007 - The Tax Conscious Adviser articles

Do-it-yourself structured notes: 

November 26, 2007

It's harvest time - for tax losses: 

October 29, 2007

Subprime crisis breeds opportunity:

October 1, 2007

The magic of ETNs: Tax deferral: 

July 9, 2007

A possible wallop for master limited partnerships: 

April 20, 2007