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2021 Tax Facts on Investments

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Tax Facts on Investments is an authoritative resource for professionals to help clients with investment planning questions  – updated to reflect new tax regulations, such as the CARES Act.

Investment techniques and products are complicated matters that carry their own set of tax issues, and advisers cannot possibly make the thorough and complete assessments that clients depend on without understanding this ever-changing area.

Tax Facts on Investments is your complete source for tax information that relates to investment planning and transactions. Written for financial advisors & planners, insurance professionals, CPAs, attorneys, estate planners, and more, Tax Facts helps advisers of all kinds understand the tax implications of the recommendations that they make for their clients. This publication offers:

  • Thousands of easy-to-read Q&As that comprehensively cover all aspects of investment planning and investment transactions
  • Practical advice for any professional, including in-house investment planners, CPAs, and financial and estate planners
  • Detailed explanations of the various types of investment products and techniques that are most commonly used by individuals and businesses
  • Practice Points that give concise advice on how to handle real-world issues
  • Tax information to help advisers avoid costly mistakes, as well as correct problems when they do occur 

New in the 2021 Edition:

  • Extensive coverage of the effect of the SECURE Act on qualified plans, including new RMD rules, new rules on inherited IRAs, and contributions beyond age 72
  • Complete updates on the legal and regulatory changes related to the CARES Act and the Families First Coronavirus Response Act
  • New updates on the Section 199A rental real estate safe harbor
  • Complete coverage of IRS and state tax treatment of virtual currencies
  • Updates on the regulatory treatment of Eligible Terminated S Corps
  • Complete set of inflation-adjusted numbers

Topics Covered:

  • The effect of the SECURE Act
  • Legal and regulatory changes related to the CARES Act
  • Legal and regulatory changes related to the Families First Coronavirus Response Acts
  • Investment products like stocks, bonds, options, and futures
  • Tax implications of investment purchases, sales, and trades
  • Estate and gift tax implications
  • Tax implications of various investment strategies
  • Tax questions related to investments by both individuals and businesses
  • Mutual funds, ETFs, REITs, and Unit Trusts
  • Commodities, such as livestock and oil & gas
  • Real estate investments
  • Precious metals, collectibles, and electronic currency
  • And More! See the “Table of Contents” section for a full list of topics
Additional Information
SKU 2930021
Book Option Print
Publication Date December 18, 2020
ISBN 978-1-949506-88-4
Page Count 816
Author Robert Bloink, Esq., LL.M.; William H. Byrnes, Esq., LL.M., CWM; Alexis Long, J.D. (Lead Contributing Editor)
Edition 2021
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Robert Bloink

Prof. Robert Bloink worked to put in force in excess of $2 billion of death benefits for the

insurance industry’s producers in the past five years. His insurance practice incorporates

sophisticated wealth-transfer techniques, as well as counseling institutions in the context of their

insurance portfolios and other mortality-based exposures. Prof. Bloink is a professor of tax for

the Graduate Program of International Tax and Financial Services, Thomas Jefferson School of

Law, San Deigo, CA.

Previously, Prof. Bloink served as Senior Attorney in the IRS Office of Chief Counsel, Large

and Mid-Sized Business Division, where he litigated many cases in the US Tax Court, served

as Liaison Counsel for the Offshore Compliance Technical Assistance Program, coordinated

examination programs audit teams on the development of issues for large corporate taxpayers,

and taught continuing education seminars to Senior Revenue Agents involved in Large Case

Exams. In his governmental capacity, Prof. Bloink became recognized as an expert in the

taxation of financial structured products and was responsible for the IRS’s first FSA addressing

variable forward contracts. Mr. Bloink’s core competencies led to his involvement in prosecuting

some of the largest corporate tax shelters in the history of the United States.

William H. Byrnes, Esq., LL.M.

William Byrnes is the leader of National Underwriter's Financial Advisory Publications, having been appointed in 2010. He is a professor and an associate dean of Texas A&M University School of Law. He is one of the leading authors and best-selling authors in the professional markets​ with 30 books that have sold in excess of 100,000 copies in print and online, with thousands of online database subscribers. His National Underwriter publications include Tax Facts, Advanced Markets, and Sales Essentials.

Mr. Byrnes held senior positions of international tax for Coopers & Lybrand and has been commissioned and consulted by a number of governments on their tax and fiscal policy. He has served as an operational board member for companies in several industries including fashion, durable medical equipment, office furniture and technology. 

He pioneered online legal education in 1994. In 1998 he developed the first online program to achieve American Bar Association acquiescence. His Master, LL.M. and doctoral programs are leveraged by wealth managers, financial planners and life insurance underwriters.