What may prove to be the most profound change in federal tax policy of our era emerged from Washington this …
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Tax Planning For A Surviving Spouse Selling A Home
Surviving spouses who wish to sell their primary residences often face large tax bills at an inopportune time. Good tax planning can help lessen the burden.
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Promotions, Additions Enhance Palisades Hudson Staff
Veteran staff members David Walters and Paul Jacobs will assume new responsibilities as client service managers for Palisades Hudson Financial …
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Residency Status Dictates Tax Treatment Of Gain
Q: I am a United States resident alien and German national. I recently sold property in Germany and want to …
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Cashing in a 401(k) to Pay Off Student Loans
Q: If I cash out a portion of my 401(k) to pay off student loans, will I be penalized the …
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Protesting Pays: Fund Forgets Fee Increase
Letter Defends Shareholder Interests To Board of Trustees DWS Equity 500 Index Fund – Institutional: As a registered investment adviser …
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Be Wary Of ‘Life Settlement’ Transactions
Q: My two partners and I built a successful business. The business held a large insurance policy on each partner’s …
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Private Equity: Too Much Of A Good Thing?
To quote Warren Buffett, are private equity investors “looking in the rearview mirror instead of through the windshield?” Has the …
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Traps And Opportunities In New Tax Law
High-income taxpayers will find traps as well as opportunities in this year’s first round of tax legislation, recently signed by …
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Should You Lease Or Buy?
Got your eye on that sporty new car, even though it could be out of style in a couple of …
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