Tax Management Portfolios Plus on the Web

Tax Management Portfolios Plus on the Web PDF

Author:

Publisher:

Published: 1997

Total Pages:

ISBN-13:

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Provides in-depth analysis of taxation issues along with relevant working papers and bibliographies to assist in the implementation of tax strategies. The working papers include model agreements and sample plans; and each portfolio is authored by established tax practitioners. Searchable versions of the Internal revenue code, and other IRS documents such as Revenue rulings and procedures, Notices, and Announcements are also included.

Tax-aware Investment Management

Tax-aware Investment Management PDF

Author: Douglas S. Rogers

Publisher:

Published: 2006

Total Pages: 301

ISBN-13: 9780470883761

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"Illustrates how investment strategies for tax-exempt accounts don't work for individuals subject to taxes. Offers techniques for comparing tax-efficiency of mutual funds, hedge funds, and investment managers, and presents more-sophisticated strategies for offsetting gains against losses in wealth planning, portfolio management, and estate planning. Includes results of historical research, 100 tables and charts"--Provided by publisher.

Tax-advantaged Bonds

Tax-advantaged Bonds PDF

Author: David J. Cholst

Publisher:

Published:

Total Pages:

ISBN-13: 9781633593435

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"This Portfolio discusses the rules applicable to all types of tax-exempt bonds (and other tax-advantaged bonds), but details of specific rules applicable to tribal economic development bonds and certain private activity bonds such as those permitted for airports, docks and wharves, multi-family housing, student loans, and single-family mortgages, and practice tips specific to such bonds, are not included in this Portfolio" --Page (iv).

Managing Fiduciary Liability

Managing Fiduciary Liability PDF

Author: Richard M. Horwood

Publisher:

Published:

Total Pages:

ISBN-13: 9781633592032

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" ... discusses the increasingly risky business of serving as trustee or personal representative. Fiduciary litigation is on the rise as beneficiaries discover they, like the rest of society, may seek redress in the courts for actual or perceived wrongs. Fiduciaries have a duty of loyalty, a duty to invest reasonably, and a duty to diversify, among others. These so-called internal duties are owed to those possessing the equitable or beneficial interests in the trust property or in the probate estate, as the case may be. A trustee or personal representative also may be subject to liability to third parties for contracts made and torts committed while in office, and to the state for running afoul of its tax, securities, and banking laws. This Portfolio provides an overview on fiduciary duties, together with strategies to avoid and, if preventive measures fail, to prepare for litigation"--Portfolio description (Page iii).