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This page is a archive of entries in the Investments category from June 2010.

Investments: May 2009 is the previous archive.

Investments: September 2010 is the next archive.

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Investments: June 2010 Archives

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...

Continue reading "Advice for Americans With Undisclosed Accounts at UBS and Other Foreign Banks as IRS Lifts Cloak of Swiss Bank Secrecy"

Far-Reaching IRS Victory in Ludwick


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...

Continue reading "Far-Reaching IRS Victory in Ludwick"