By Wendy S. Goffe[1] Graham & Dunn PC Pier 70, 2801 Alaskan Way, Suite 300 Seattle, Washington 98121-1128 tel: (206) 340-9633 (direct) email: wgoffe@grahamdunn.com www.grahamdunn.com When an estate has firearms, the executor must be careful to avoid violating federal...
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By Terry Philip Segal and Michael M. Mustokoff At present, many American taxpayers who have or had undeclared UBS Swiss bank accounts, as well as undisclosed accounts in other foreign banks, run a risk of criminal prosecution or...
By: Ori Bash, ASAIn Ludwick v. Comm'r, TC Memo 2010-104, the Service struck a major blow for its favored approach to undivided interests, not only winning acceptance of its "cost to partition" approach, but winning the argument on most of...
By Julius H. Giarmarco, Esq. The Federal Deposit Insurance Corporation (FDIC) insures bank accounts against a bank failure. The FDIC limits are per bank - not per account. Generally, accounts are insured for $100,000 per depositor for each...
Continue reading "New FDIC Insurance Rules for Living Trust Bank Accounts"
By Peter J. EliasLegal News Alert: Real Estate Tax Strategies Due to the current state of the credit and bond markets, many investors are being presented with opportunities to acquire debt obligations from lenders at significant discounts. These opportunities...
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By Steven B. Nesmith Esq., partner and member of Holland and Knight's Financial Recovery National TARP team.Administration Believes the Housing Plan Could Help Up to Nine Million PeopleThe Obama administration recently announced a new plan to make it easier for...
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Continue reading "Using a Portfolio's Required Return to Develop an Appropriate Risk Level"
Patrick J. Collins, Ph.D., CFAInvestors withdrawing money from their portfolios are often concerned about the "probability of ruin," where ruin is defined as the depletion of the portfolio prior to either a fixed date, or prior to a random date...
Michael Zhuang Review of "The Value Premium and the CAPM" by Fama and French It is common wisdom that higher risks equal higher rewards. Indeed in the world of finance and investment, "higher risks equal higher rewards"...
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