Finke: Is the Time Right for REITs?
Since their epic fall in the Great Recession, REITs have rebounded big time. A fresh look at whether they make sense in a modern portfolio.
Tax Court Untangles NIIT Passive Activity Trap for Trusts
A recent Tax Court decision paves the way for new trust planning techniques for dealing with the new 3.8% tax on investment-type income.
How I’m Using Acrobat Pro to Become More Efficient
Considering going paperless? Here’s a step I’m taking in that direction: using Adobe Acrobat Pro for client questionnaires.
Remind Clients of the Non-Market Returns You Provide: 7 Examples
Beyond the returns on their portfolios, chances are good that you’ve provided plenty of non-market returns for your clients. You may want to remind them of this value you provide; here are seven examples.
What I Do in My Practice, Pt. 5: Taxes and Home Buying
Yes, it’s a good time to buy, considering the prices available in much of the country. But don’t forget the tax issues when buying a rental home.
How Bernie Madoff Is Harming Your IRA
Madoff, it seems, is having a profound and lasting effect on how large firms handle IRAs, which is to say that more and more are not handling them at all.