To Wait or Not to Wait? That Is the Charitable Gifting Question
Daniel B. Eagan and Brian Wodar The tax impact of delaying a charitable gift by just a couple of weeks (until 2013) could be large, but it may not be positive for US taxpayers.
read moreTAG Could Be Tagged in Fiscal-Cliff Negotiations
Doug Peebles, Jon Denfeld and Ed Dombrowski Caught up in the wrangling over the US fiscal cliff is a little-publicized program that could have big implications for short-term investors and bond yields if the program expires on December 31. If the Transaction Account Guarantee (TAG) program ends, huge sums of money may start looking for a new [...]
read moreA Municipal Bond Cliffhanger
Municipal bonds are popular because the interest they pay is exempt from federal taxation. But in its search for solutions to the fiscal cliff, the US federal government is looking under every rock for more revenue sources. This could put muni bonds’ tax-exempt status at risk.
read moreTomato, Tomahto: Why Obama, Simpson-Bowles and Others Miss the Point on Munis
When it comes to eliminating or modifying the tax-exempt status of municipal bonds, everyone seems to have an opinion these days.
read moreWho’s Afraid of the Fiscal Cliff?
Warnings about the fiscal cliff have saturated the US public debate. But consumers are still spending, even though they face huge potential tax hikes, while companies are being very cautious—even though they have relatively little to lose.
read moreThere’s Still (Barely) Time to Benefit from Favorable US Gift Tax Rates
Daniel B. Eagan and Andrew S. Auchincloss The door is closing but has not yet shut for families hoping to benefit from the current favorable gift tax environment in the US. Those who are ready to act now may still be able to transfer wealth efficiently.
read moreDoes an Odd Economic Tidbit Reveal Surging Optimism?
The Philadelphia Fed Index, a leading measure of US economic activity, beat analysts’ expectations. But what caught our eye—and many others’ as well—was a detail within the survey: the future index jumped more sharply than it has since February 1991, when the first Gulf War ended unexpectedly quickly.
read moreArchives by Month:
- December 2012 (16)
- December 2011 (12)
- November 2012 (8)
- November 2011 (14)
- October 2012 (20)
- October 2011 (17)
- September 2012 (10)
- August 2012 (17)
- July 2012 (15)
- June 2012 (16)
- May 2013 (3)
- May 2012 (13)
- April 2013 (10)
- April 2012 (8)
- March 2013 (23)
- March 2012 (12)
- February 2013 (19)
- February 2012 (10)
- January 2013 (20)
- January 2012 (11)