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Spring 2014 – ‘Meet Mr. Keynes’

Download PDF “Successful investing is anticipating the anticipations of others.” – John Maynard Keynes In response to the 18th century writings of Thomas Robert Malthus, who predicted that starvation would result when population growth exceeded food supply growth, historian Thomas Carlyle [...]

By |April 15th, 2014|

New Annual Reporting Requirements for PFIC Shareholders

The annual filing requirements for shareholders of a passive foreign investment company (PFIC) are in effect for the current tax season. The annual filing requirement is imposed on U.S. persons who are PFIC shareholders who do not currently file Form 8621, Information [...]

By |March 1st, 2014|

Winter 2013 – ‘Meet Mr. Graham’

Download PDF “While enthusiasm may be necessary for great accomplishments elsewhere, on Wall Street it almost invariably leads to disaster.” – Benjamin Graham Of all the parameters that influence our investment decision-making process, sentiment may be the most difficult to measure [...]

By |January 24th, 2014|

Real Estate Investment Trusts and FIRPTA Withholding

Section 1445 of the Internal Revenue Code, also known as The Foreign Investment in Real Property Tax Act of 1980 (FIRPTA), provides that, in cases involving the sale of a U.S. real property interest by a foreign person, purchasers, certain purchasers' agents [...]

By |November 22nd, 2013|

Holding Too Much Cash is Hazardous to Your Wealth

Although holding a relatively small amount of cash for emergency expenses is considered prudent, holding too much above an emergency reserve can severely damage one’s investment returns.  In today’s low interest rate environment, cash usually locks in negative rates of real return.  [...]

By |November 22nd, 2013|

Year-End Tax Planning for U.S. Citizens and Tax Residents

As 2013 draws to a close, there is still time to reduce your 2013 tax liability and plan ahead for 2014. This article highlights several potential tax-saving opportunities for you to consider. Basic Numbers You Need to Know Because many tax benefits are tied to or limited by [...]

By |November 22nd, 2013|

Fall 2013 – ‘Look up the Data!’

Download PDF “Facts are stubborn things; and whatever may be our wishes, our inclinations, or the dictates of our passion, they cannot alter the state of facts and evidence.” – John Adams, the second President of the United States. A recent [...]

By |October 17th, 2013|
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