Capital-gains parity for art at a standstill
Several measures that would put art and collectibles’ tax treatment on par with other investments are sitting in committee.
Bill seeks restrictions on COLI policies
Corporate-owned life insurance would face new restrictions under a bill sitting in a House subcommittee.
Capital gains rules eyed
Companion bills renew a past congressional attempt to make it harder for taxpayers to avoid paying capital gains taxes on certain investments.
Bill mandates study of hedge funds, private equity
A bill introduced in August would create a commission to study the hedge fund and private equity industries.
Congress delves into taxes on hedge funds, private equity
Congressional hearings held last month addressed the contentious issue of taxes paid by managers of hedge funds and private equity funds.
Letters
Custodian consolidation can be a positive Regarding the Aug. 27 article, “TD-E*Trade merger chatter continues unabated”: Like…
Using philanthropic-planning investment strategies
The about-to-retire and the already retired have at least two things in common: Both want income they can’t outlive, and both want to leave behind a legacy. By employing philanthropic-planning techniques, a forward-thinking adviser can help clients of any age accomplish both goals — often very successfully.