The issue concerns whether refundable entrance fees common to CCRCs are replacement proceeds, whose investment must be yield-restricted for arbitrage purposes. Director at the American Association of Homes and Services...
The issue concerns whether refundable entrance fees common to CCRCs are replacement proceeds, whose investment must be yield-restricted for arbitrage purposes. Director at the American Association of Homes and Services for the Aging, Steve Maag said the implications could put at risk the way CCRCs...
The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a ...
While only around 35,000 firms globally are affected by IRC Chapter 3, over a million firms are expected to be impacted by FATCA as the IRS has widened its definition of 'financial intermediary' to include most pooled investment ... RK Mcgill 被引量: 1发表: 2013年 ...
If a taxpayer receives anemailclaiming to be from the IRS that contains a request for personal information, taxes associated with a large investment, inheritance or lottery. Don’t reply. Don’t open any attachments. They can contain malicious code that may infect the...
For morecomplex situations, or those with self-employment/business and investment income, pick a premium provider that allows you to get support from a real tax expert if you run into complications during and after filing. Below is a summary of the top providers I have us...
I needed advice for how to best treat international income, and not only did David squarely and reassuringly address that area of inquiry, but he also guided me through pension consideration and real estate investment considerations that came to mind during the conversation. He was very generous...
The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance...
P.S.The IRS is gaining unprecedented levels of power and utilizing tools that could make living in the U.S. as a taxpayer challenging in the near future… So once you join, go ahead and bring me your toughest questions about escaping the IRS panopticon. That includesexactlywhere to look ...
Investment advisors need to be aware of implications of holding these instruments (suitability). What are the main challenges of IRS Section 871(m) for financial institutions? Determining which instruments are in-scope is complex and requires extensive knowledge of the characteristics of equity-linked...