Most Recent Posts
Aggravation for Expatriate – Can Moving From Japan to New York Make You a Rhode Island Resident?
Originally Published on forbes.com on August 27th, 2011 ______________________________________ One of the most difficult things to grasp in state taxation is the...
Open Letter to Warren Buffett from a Prison Rape Survivor and Another Century
Originally Published on forbes.com on August 25th, 2011 ______________________________________ I asked my friend Tom Cahill to comment on the current discussion...
Did Warren Buffett Leave $675,000 of Tax Savings on the Table ?
This piece is really about tax planning, not Warren Buffett. When you have very charitable clients, you sometimes get odd results like this. Run the numbers. Don’t do them in your head. Test your assumptions. It’s not just charitable clients it’s anybody whose return has more than a couple of moving parts. Another planning principle is not letting the tail wag the dog. There may be compelling non-tax reasons for Mr. Buffett to be making, apparently only gifts of appreciated property rather than a combination of appreciated property and cash. Those reasons might be beyond my understanding. I had that skeletal return though. I just had to try. It’s how I was trained.
How Double Taxed Are Investors ?
Originally Published on forbes.com on August 24th, 2011 ______________________________________ The current debate raging on the Forbes Platform sparked by a certain...
Preparer Registration Wastes Time and Money – Guest Post by Joe Kristan
Originally Published on forbes.com on August 24th, 2011 ______________________________________ Joe Kristan writes the Tax Update Blog for Roth and Company PC. Joe is,...
Wall Street Journal Catches Up With Me on Clergy Tax Abuse
Originally Published on forbes.com on August 23rd, 2011 ______________________________________ Laura Saunders has a great piece in the Wall Street Journal about Phil...
Could President Obama End Carried Interests Without Congress ?
Originally Published on forbes.com on August 23rd, 2011 ______________________________________ Much of the debate about the favorable tax treatment of hedge fund...
Asking the right tax questions – Guest Post by Professor Annette Nellen
Originally Published on forbes.com on August 22nd, 2011 ______________________________________ Most tax bloggers are more serious than I am. Professor Annette Nellen...
Can Carried Interest be Fixed Without Legislation ? Part 3 of a Two Part Series.
Originally Published on forbes.com on August 22nd, 2011 ______________________________________ Carried interest is the nefarious concept that the evil hedge managers...
“Patriot’s” Comment Evokes Nostalgia for the Old 42nd Street
Originally Published on forbes.com on August 21st, 2011 ______________________________________ I haven’t been blogging that long, but one of the principles I’ve learned...