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30 Jan 2016, 5:38 pm
I wonder how many investment advisors who give advice concerning beneficiary designations are aware of the tax consequences of the designation? [read post]
25 Jan 2016, 6:30 am
Additionally, certain BDCs offer a desirable tax structure for investors. [read post]
19 Jan 2016, 12:11 pm
Options and Warrants may look similar, but they have markedly different tax treatments, you should always consult a tax advisor, but in the simplest terms:Upon the exercise of an option, the employee/service provider is taxed at ordinary income tax rates on the spread between the exercise price (i.e., price paid) and then fair market value of the stock on the date of exercise and ton a sale of the stock, the appreciation is taxed at… [read post]
18 Jan 2016, 2:05 pm
Taxes are only paid on money received by the MLP when it is distributed out to the partners, who report that income on their personal tax returns. [read post]
16 Jan 2016, 4:41 pm
As I will discuss in another post on this case, the usual rule is that the taxes on the Registered Retirement Income Fund on death comes out of the estate, which in this case would significantly deplete the estate. [read post]
12 Jan 2016, 12:57 pm
There might be tax consequences. [read post]
12 Jan 2016, 8:50 am
” When making your financial, tax and estate plans, do not go it alone. [read post]
10 Jan 2016, 8:28 pm
GRACE: I agree with Kristina’s point. [read post]
4 Jan 2016, 6:25 pm
Teaching point: Make certain these are up-to-date! [read post]
28 Dec 2015, 6:30 am
Think your financial advisor. [read post]
24 Dec 2015, 4:00 am
Though the professor acts as a guide during class sessions, she is not the focal point. [read post]
18 Dec 2015, 6:36 am
Friends, family and other professional advisors are trustworthy sources. [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]
4 Dec 2015, 2:02 pm
Your hope is that they’re going to look out for you and help you get to that point where you can retire and live off your money. [read post]
24 Nov 2015, 4:40 pm
Friends, family and other professional advisors are trustworthy sources. [read post]
22 Nov 2015, 1:35 pm
Due to the declining sales of these products and securities industry’s increasing refusal to sell them to investors, the securities industry has implicitly acknowledged that the costs, fees, and risks associated with TIC investments outweigh any potential tax deferral benefit, a benefit that disappears at some point because eventually taxes have to be paid upon the sale of the TIC. [read post]
15 Nov 2015, 1:31 pm
Cecilia/ Woodbridge Seniors 2002; East Brunswick/ Hall's Corner 2002; -Linden AARP 2002 -Woodbridge Adult School -Wills and Estate Administration -2001, 2000,1999,1998,1997,1996Woodbridge Housing 2001; Metuchen Seniors & Metuchen TV 2001; Frigidare/ Local 401 Edison 2001; Chelsea/ East Brunswick 2001, Village Court/ Edison 2001; Old Bridge Rotary 2001; Sacred Heart/ South Amboy 2001; Livingston Manor/ New Brunswick 2001; Sunrise East Brunswick 2001; Strawberry Hill/… [read post]
14 Nov 2015, 7:33 pm
Cecilia/ Woodbridge Seniors 2002; East Brunswick/ Hall's Corner 2002; -Linden AARP 2002 -Woodbridge Adult School -Wills and Estate Administration -2001, 2000,1999,1998,1997,1996Woodbridge Housing 2001; Metuchen Seniors & Metuchen TV 2001; Frigidare/ Local 401 Edison 2001; Chelsea/ East Brunswick 2001, Village Court/ Edison 2001; Old Bridge Rotary 2001; Sacred Heart/ South Amboy 2001; Livingston Manor/ New Brunswick 2001; Sunrise East Brunswick 2001; Strawberry Hill/… [read post]
12 Nov 2015, 3:36 pm
But if your broker’s got you in the market you’re scared that you’re going to drop down to a point were now you can’t really live on your investments then maybe cash does make some sense. [read post]
9 Nov 2015, 7:18 pm
– Miami lawyer Bayardo Alemán of Stearns Weaver Miller Weissler Alhadeff & Sitterson on the firm’s blog, BeLabor the Point Client Development: What does it take to make rain? [read post]
