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Showing posts with label Investments. Show all posts
Showing posts with label Investments. Show all posts
Monday, April 29, 2019

VERY VERY VERY VERY VERY VERY VERY IMPORTANT!

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An incident during this past tax filing season caused me to compose an item to be included in my mid-year letter to 1040 clients. Here...
Monday, June 19, 2017

STUFF

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ΓΌ   Despite being in “the business” for 45 years, I usually learn one or two new things from the various monthly and quarterly print publi...
Wednesday, December 23, 2015

A YEAR-END TAX QUESTION FROM A CLIENT

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A client sent me the following email message this past Monday morning - “ I have a mutual fund in my CMA account with Merrill Lynch whic...
Tuesday, November 18, 2014

TAX EFFICIENT INVESTING

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You have several options available for investing your current, retirement, college, and health savings.   It is important to understand th...
Monday, November 11, 2013

I HATE K-1s!

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The titular character of KISS ME KATE hated men.   I hate K-1s with equal fervor.   Especially those for limited partnership, publicly t...
1 comment:
Tuesday, June 26, 2012

COST BASIS REPORTING

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Last week over at ACCOUNTING TODAY Roger Russell stated the obvious - “ Complexity of Cost Basis Reporting Requires Tax Expertise ”. Rog...
2 comments:
Friday, July 8, 2011

THE NEW TAX CODE - INVESTMENT INCOME

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Here is how investment interest would be taxed in my new simple, fair and consistent Tax Code. (1) When it comes to the question of taxin...
Tuesday, December 14, 2010

A WINTER RERUN

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I have decided to leave the idiots in Congress alone for a while till we see if they do what has to be done. Besides, I have been busy with...
Monday, December 28, 2009

WHERE YOU INVEST IS AS IMPORTANT AS WHAT YOUR INVEST IN

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One of the entries in Kay Bell’s recent Tax Carnival was “ Fourteen Tax Management Techniques ”, a guest post from Marotta Wealth Management...