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IN Staff

Displaying 27 results

Topic
  • News
  • October 2, 2007

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.

Topic
  • News
  • October 2, 2007

Bill seeks restrictions on COLI policies

Corporate-owned life insurance would face new restrictions under a bill sitting in a House subcommittee.

Topic
  • News
  • October 2, 2007

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.

Topic
  • News
  • October 2, 2007

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.

Topic
  • News
  • October 2, 2007

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.

Topic
  • News
  • September 24, 2007

Letters

Custodian consolidation can be a positive Regarding the Aug. 27 article, “TD-E*Trade merger chatter continues unabated”: Like…

Topic
  • News
  • September 24, 2007

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.