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Current Alerts and Discussion Groups


Capital Gain Management: An Investment And Tax Strategy
by Brian Campeau
By properly managing tax loss selling in the coming years, the investor could be able to apply losses realized at a lower tax rate, against possible realized gains taxed at a higher rate. ... [ Full Story ]

 
The Financial Reform Train Wreck
by Michael Lewitt
Just as with the tax on banks, the Volcker Plan misses the point, which should be to legislate the financial products that cause damage, such as naked credit default swaps. ... [ Full Story ]

 
Tax Rates for Top 400 Earners Fall as Income Soars, IRS Data
by David Cay Johnston

The figures show that widely published reports asserting that the richest Americans are losing relative ground and "becoming poorer" are not supported by the official income data.

... [ Full Story ]

 
When To Convert The Traditional IRA Into A Roth IRA
by The Trusts and Estates Department at Wiggin and Dana LLP
According to Bob Benjamin  a partner in the Trusts and Estates Department, Wiggin And Dana, prior to 2010, an individual could convert a traditional IRA into a Roth IRA provided his or her modified adjusted gross income did not exceed $100,000. Starting in 2010, an individual may make such a conversion regardless of his or her annual income. ... [ Full Story ]