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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 2022 Edition:
The advantages and disadvantages of using cryptocurrency, including the IRS's new revenue ruling on the taxability of cryptocurrency, identifying when a gain is treated as a capital gain or ordinary income
New reporting requirements for bitcoin transactions
Complete updates on the legal and regulatory changes related to the CARES Act, including relief to REMICs
Extension of the safe harbor provisions for Opportunity Zone projects because of construction delays related to Covid-19
Final regulations on the implications if a property straddles an opportunity zone and non-opportunity zone
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 live stock and oil and gas
Real estate investments
Precious metals, collectibles, and electronic currency
And More! See the "Table of Contents" section for a full list of topics
Robert Bloink worked to put in force in excess of $2B of longevity pegged portfolios 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. Professor Bloink is working with William Byrnes, Associate Dean of Special Projects of Texas A&M School of Law, on development of executive programs for insurance underwriters, wealth managers and financial planners.
Previously, Mr. 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 U.S. 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, Mr. Bloink became recognized as an expert in the taxation of financial structured products and was responsible for the IRS’ first FSA addressing variable forward contracts. Mr. Bloink’s core competencies led to his involvement in prosecuting some of the biggest corporate tax shelters in the history of our country.
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.