Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Final Regs Clear Path to Portability for Smaller Estates
By Robert Bloink, William H. ByrnesClients leaving relatively modest estates should pay attention to the recently released IRS final regulations governing the deceased spousal unused exclusion amount.
July 13, 2015
IRS, Treasury Close Alt Investment Tax LoopholeSen. Ron Wyden applauds the move to "bring the hammer down on these basket options once and for all."
July 10, 2015
Advisor, Race Car Driver Convicted of Bilking NHL PlayersA federal jury has convicted an advisor and a part-time race car driver on charges of wire fraud, wire fraud conspiracy and money laundering conspiracy.
July 10, 2015
Greece, China Turmoil Hit Hedge Funds in JuneBig declines in Chinese equities and uncertainty around Greeces referendum cast dark shadows over the hedge fund sector in June.
July 10, 2015
Manufactured Homes Best Performing REIT Sector in Q1U.S. REITs continued to offer strong dividend yields in Q1, NAREIT reports.
July 08, 2015
Alternative Mutual Funds Trickled Onto Market in First HalfAlt fund launches are getting a slow start this year, Preqin reported.
July 07, 2015
Buy-sell agreements: multipurpose tools for business ownersA buy-sell agreement provides for the orderly buy-out of equity interests upon the occurrence of triggering events.
July 07, 2015
Buy-sell agreements: multipurpose tools for business ownersA buy-sell agreement provides for the orderly buy-out of equity interests upon the occurrence of triggering events.