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The government wants to encourage long-term investing, so capital gains are divided into long-term capital gains, and short-term capital gains. [read post]
26 Jan 2014, 12:58 pm
As a registered private foundation, the Tony and Mignon Fenton Trust is required to distribute annually at least 3.5% of the average market value of its investments in the preceding 24-month period. [read post]
14 Apr 2020, 6:55 am by Staff Attorney
  According to a BrokerCheck report the customer complaints concern alternative investments such as direct participation products (DPPs) like non-traded real estate investment trusts (REITs), oil & gas programs, and private placements. [read post]
1 Mar 2021, 12:01 am
  The proper use of Trusts can create investments that are 100% creditor proof. [read post]
14 Jan 2021, 11:22 pm
  The proper use of Trusts can create investments that are 100% creditor proof. [read post]
23 Jan 2013, 2:40 pm
For estates and trusts, the 3.8% surtax will be imposed on the lesser of (1) the undistributed net investment income of a trust or estate, or (2) the amount by which adjusted gross income exceeds the top inflation-adjusted bracket for estate and trust income, which is expected to be approximately $12,000 in 2013. [read post]
17 Oct 2019, 10:29 am by Staff Attorney
  According to a BrokerCheck report some of the customer complaints concerns alternative investments such as direct participation products (DPPs) like non-traded real estate investment trusts (REITs), oil & gas programs, annuities, and equipment leasing programs. [read post]
24 Mar 2020, 6:35 am by Staff Attorney
  According to a BrokerCheck report some of the customer complaints concern alternative investments such as direct participation products (DPPs) like non-traded real estate investment trusts (REITs), oil & gas programs, and annuities. [read post]
25 Jan 2022, 2:30 am by The White Law Group
II (FSKR) was launched at the end of 2019 as the product of a merger of four non-traded BDCs –FS Investment Corporation II (FSIC II), FS Investment Corporation III (FSIC III), FS Investment Corporation IV (FSIC IV) and Corporate Capital Trust II (CCT II). [read post]
2 Aug 2019, 12:37 pm by ccollins
  who were sold GPB Capital and other private placements, such as non-traded real estate investment trusts (“REITs”). [read post]
9 Sep 2012, 9:44 pm by InvestorLawyers
Securities arbitration lawyers are currently investigating claims on behalf of investors who suffered significant losses as a result of their investment in eight of the biggest non-traded REITs, including Dividend Capital Total Realty Trust Inc. [read post]
25 Jul 2012, 12:16 pm by D. Daxton White
The White Law Group’s investigation into the improper sales of non-traded REITs includes, but is not limited to, recommendations to invest in the following REITs: Behringer Harvard REIT I, Inland America Real Estate Trust, Inland Western Retail Real Estate Trust, Wells Real Estate Investment Trust II, Piedmont Office Realty Trust, Desert Capital REIT, Apple REIT, Crystal River REIT, and KBS REIT. [read post]
21 Dec 2022, 8:10 am by Kyle Hulehan
Unfortunately, under current law, many capital investments cannot be fully deducted. [read post]
19 Aug 2018, 12:38 pm by Ettinger Law Firm
Rules of UPIA fiduciary duty stipulate that trust assets are to be diversified, unless the purpose of the trust is solely for the targeted transfer of a family interest in a business, or to avoid capital gains. [read post]
24 Apr 2020, 7:52 am by Renae Lloyd
BlackRock Energy and Resources Trust is a non-diversified, closed-end management investment company that aims to provide total return through a combination of current income and capital appreciation. [read post]
29 Jul 2022, 2:48 am by Cari Rincker
In addition, trusts in the top tax bracket are subject to the 20% long-term capital gains rate and a 3.8% surtax on the lesser of undistributed net investment income or adjusted gross income over $12,500. [read post]
22 Feb 2018, 7:27 am by Renae Lloyd
Recovery of Investment Losses in American Finance Trust American Finance Trust is a publicly registered non-traded real estate investment trust sponsored by AR Global. [read post]