The latest wrinkle in the world of exchange-traded funds is a fund that is a foreign company
Master limited partnerships are legal entities that trade on an exchange but are not corporations
As we discussed last month, futures-based ETFs may generate considerable tax-related confusion
State taxes don't always follow the same rules used in calculating federal income taxes
Investors in hedge funds and limited partnerships are used to receiving these forms, which reflect an investor's proportionate share of a partnership's taxable income or loss
In light of a recent IRS decision that took some by surprise, there's one options strategy we're not likely to see anymore
There are multiple strategies that can be employed once we know what will happen with taxes in 2011
It is likely that nothing will be known about the tax rate for 2011 until after the November elections. History shows us that if everyone knows that taxes are going up, taxpayers will employ strategies to accelerate income into this year.
Sometime this year, Weyerhaeuser Co. Ticker:(WY) will transform itself from a C corporation into a real estate investment trust.
In two cases involving the hedging of appreciated stock positions, the U.S. Tax Court recently ruled that the investors who took the cases to court should be taxed as if they had sold their stock at the time that they entered into the hedging transactions.
