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This page contains a single entry by Associate Editor published on May 4, 2011 9:22 AM.

Roth IRA Conversion Planning in 2011 & 2012 was the previous entry in this blog.

Tax Notes Article by Mindy R. Levit, "CRS Examines Budget Deficit Reduction" is the next entry in this blog.

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Tax Notes Article by Amy S. Elliot, "Exchange-Traded Funds Are Not Covered Securities For 2011, Practitioner Says"

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Steven A. Neiss, a securities industry executive, said May 2 that based on a conversation he had with an IRS official, he believes that exchange-traded funds (ETFs) should not be considered covered securities in 2011.

 

2011 TNT 85-5, May 3, 2011

 

Posted by Adam Fleischer, Associate Editor, Wealth Strategies Journal

 

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