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12 Sep 2014, 6:30 am
Do not just use standard forms from the Internet. 4) Mismanagement of your real estate. 5) For those who want to go on Medicaid, not taking advantage of penalty-free transfers when applying for government (taxpayer) aid like Medicaid, and mistakenly spending down on private pay home or nursing home care. 6) Staying in an investment instead of diversifying because you do not want to pay capital gains taxes. [read post]
3 Sep 2014, 10:43 pm
I had the pleasure of attending the 2014 IHL Dialogs last week in lovely Chautauqua, NY. [read post]
19 Jul 2014, 2:21 pm
He settled the family trust in 2006 while he was healthy, and he transferred the shares of three companies, each of which owned real estate on Main Street in Vancouver. [read post]
26 Jun 2014, 3:54 am
The bank matched a portion of an employee’s investment in their plan account with stock of the bank, although after a period the employee was free to transfer the stock match investment to other authorized investments. [read post]
27 May 2014, 5:54 pm
The “transfer mode” allows “pure information” about the objective reality to be transmitted directly to investors. [read post]
30 Apr 2014, 12:08 pm
An example would be diversifying income tax audit selection techniques to reflect, say, both omissions suggested by counter-party reporting and “lifestyle audits” of people who appear to be doing quite well but haven’t reported commensurate income.(3) What is tax avoidance? [read post]
12 Mar 2014, 8:57 am
The 2013 Annual Report for the Council on Ethics for the Norwegian Government Pension Fund Global is now online. [read post]
9 Mar 2014, 8:18 pm
The investment objectives of the FSRG is to diversify economic development in Gabon, rather than to project Gabonese wealth outside the state through investments in foreign state markets. [read post]
27 Feb 2014, 7:21 am
This is the fourth post in a series about my new article, Prison Accountability and Performance Measures, which is in the current issue of the Emory Law Journal. [read post]
26 Feb 2014, 6:07 pm
For example, if you own the stock but we use a swap to transfer most of the economics of the share's performance to me, the data about legal ownership will be getting it wrong. [read post]
23 Feb 2014, 8:15 pm
It is organized in corporate form and its initial investment consisted of a transfer of sovereign reserves from the Bank of Korea (Ibid). [read post]
14 Jan 2014, 6:43 am
The offering memoranda for the Diversified LPs stated that the investments were speculative in nature, illiquid, non-transferable, subject to default risk, and adverse market conditions. [read post]
24 Dec 2013, 10:33 am
The Trustee also distributed the most valuable property to himself and transferred another rental property to his sister, a beneficiary of the Trust, but failed to tell her that the transfer of the property had occurred. [read post]
16 Dec 2013, 7:45 am
He started this company to record quitclaim deeds to fraudulently transfer properties from himself to Diversified Management. [read post]
19 Nov 2013, 3:45 am
We have been considering the Party School of the Chinese Communist Party. [read post]
1 Nov 2013, 7:54 am
He started this company to record quitclaim deeds to fraudulently transfer properties from himself to Diversified Management. [read post]
12 Sep 2013, 8:09 am
Brokers often convince clients that because you can diversify the underlying subaccounts that it is ok to invest a significant percentage of your net worth in a variable annuity. [read post]
6 Aug 2013, 11:22 am
The relocation loan program covered certain moving expenses incurred when the company transferred an employee to a new geographic area. [read post]
16 Jul 2013, 12:13 pm
We have seen for years the abandonment of pensions in favor of 401(k)s and similar plans that remove long term funding and investment risks from the sponsor/employer, and transfer those obligations and risks to employees. [read post]
17 Jun 2013, 10:18 am
In these cases it is more common to see the ESOP contain other securities than the company stock and like the 401k, certain diversification rules permit employees to transfer money within the plan from company stock to other investments and/or to transfer to another qualified retirement plan, such as a 401k. [read post]
