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1 Jun 2012, 11:00 am
Reference: The Trust Advisor (April 15, 2012) “Why Are Family Members Disinherited? [read post]
16 Dec 2015, 7:07 am
In theory, it combines the tax benefits of a limited partnership with the liquidity of a publicly traded security. [read post]
7 Mar 2023, 2:12 am
The post Secure Act 2.0 Encourages Employee Participation in Retirement Savings appeared first on HR Daily Advisor. [read post]
7 Nov 2013, 7:53 am
Insofar as I'm the point guard for this panel, I will be pass-first, not shoot-first. [read post]
16 Aug 2006, 7:00 am
However, the IRS was very explicit in pointing out that a US patent on tax strategy does not carry with it an IRS "seal of approval. [read post]
14 Jan 2021, 8:43 am
Churning may result in significant losses and exposes the client to unnecessary tax liabilities. [read post]
10 Apr 2011, 8:43 am
Ezra highlights two documents to make the point. [read post]
27 Aug 2008, 7:55 am
Even taking into account the tax advantages from deducting mortgage interest and property taxes (the latter of which are disallowed for taxpayers who must pay the Alternative Minimum Tax), it turns out that many (even most) people could do just as well or better financially by renting their residences. [read post]
8 Aug 2008, 10:14 pm
And his point also highlights one of the problems with relying on tax advisors for your probability estimates: you're not just getting a probability estimate, you're also getting the tax advisor's level of certainty about his estimate, and also, because the tax advisor will be liable if he really messes up, the probability number might have moved based on the tax advisor's risk aversion. [read post]
14 Jan 2009, 9:23 pm
It is a confusing issue, though one that, as I pointed out previously, you would think that someone familiar with money (or his financial advisors) would understand. [read post]
6 Nov 2007, 2:18 pm
” Of course, from a purely selfish point of view, I would like it if all clients started the process with me. [read post]
12 Feb 2010, 8:16 am
Previously, I touched on a couple points to remember when approaching divorce. [read post]
3 Mar 2013, 5:21 pm
I can’t guarantee dates or life matches (in fact, it’s arguable that if your friends find out that you read a tax blog, you could lose points). [read post]
25 Feb 2021, 9:00 am
Henry, TJN’s Senior Advisor and investigative economist and lawyer, in making points similar to the above-mentioned ones, sharply rebuked the arguments opposing the STT. [read post]
5 Jun 2007, 8:41 am
Source: The CPA Technology Advisor [read post]
10 Jun 2011, 5:46 pm
Advisors must look at a number of administrative statements and Q&As to understand what will be the CRA's position concerning planned activities. [read post]
17 Aug 2020, 8:05 am
The order is a plan for taxes to be deferred until 2021 when the bill will be due, so many people wonder why even do it except for some sort of scheme to gain political points. [read post]
4 Sep 2008, 7:24 pm
The IRR of the structured settlement is more competitive than anything offered in the fixed income market place today and it is income tax free. [read post]
27 May 2020, 8:34 am
While many financial advisors sell REIT’s as an alternative to the stock market, the illiquid and speculative nature of these investments should not always be seen as selling points. [read post]
22 Oct 2023, 9:59 pm
Coworkers, business associates, attorneys, financial advisors, bankers, fellow business owners, and other members of a professional network are a good starting point for finding an accountant. [read post]
