June 2016
 
 
 

Tax Planning Opportunities During a Market Decline

Investors in the global marketplace likely experienced declines in their portfolios at the close of 2015 and early during 2016. ... read more
 
 

Can the Endowment Model of Investing Be Applied to Individuals?

While there are numerous differences between individuals and institutional endowments which impact their ability to utilize this model to its fullest, the basic tenets of the endowment investment model can still be applied to an individual’s portfolio.... read more
 
 

New GAAP Revenue Recognition Rules: Is Your Tax Department Ready?

The FASB’s new revenue recognition rules are required to be implemented for years beginning after December 15, 2017 for public companies and after December 15, 2018 for private companies. ... read more
 
 

Tax Opportunities Related to Personal Goodwill

Sales transactions involving closely held businesses can be complex, and there are potential benefits to both buyers and sellers depending on how such transactions are structured.... read more
 

CONTRIBUTORS

    
  • Christine Kousin
  • Brian Sheahen
 
 

 

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