As the debate over carried-interest taxes gains national attention, Robert N. Gordon warns that the levies wouldn't just hit hedge fund managers. Here's why Investors should be worried, too.
The idea may be theoretically interesting, but it is too complex and practically unworkable
Included are several revenue raisers, including new reforms, old standbys and one big surprise
A core principle of managing portfolios for tax efficiency is disciplined loss harvesting
The political winds have shifted and “millionaires” now are expected to shoulder much of the burden of balancing the budget
Much has been written about the opportunity to undo, or re-characterize, a Roth IRA conversion if the assets in the account depreciate
Under U.S. tax law, investment expenses are considered miscellaneous itemized deductions