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2027 Tax Facts on Investments

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2930027
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Tax Facts on Investments is the definitive Q&A resource for navigating the tax implications of investment planning — now updated for the One Big Beautiful Bill, the latest DOL fiduciary rule, and a landmark Fifth Circuit ruling on limited partner status.

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Investment products and techniques carry their own complex, ever-changing set of tax issues, and advisers can't deliver the thorough guidance clients depend on without a firm grasp of this terrain. Tax Facts on Investments meets that need with a comprehensive, easy-to-navigate resource covering every critical aspect of investment planning and transactions — from stocks, bonds, options, and futures to mutual funds, real estate, precious metals, and digital assets like bitcoin and NFTs. Whether you're structuring a client's portfolio or evaluating the tax consequences of a specific transaction, this is the reference built to keep pace with a constantly shifting landscape.

This book features:

  • Thousands of easy-to-read Q&As covering every aspect of investment planning and investment transactions
  • Practice Points that give concise, practical advice for handling real-world issues
  • Detailed explanations of the investment products and techniques most commonly used by individuals and businesses
  • Practical guidance for advisers of all kinds — including in-house investment planners, CPAs, and financial and estate planners
  • Insight designed to help avoid costly mistakes before they happen, and correct them when they do

New in the 2027 Edition:

  • Latest on the DOL fiduciary rule, including the new safe harbor widely viewed as an effort to expand traditional retirement investment lineups to include alternative assets such as precious metals, real estate, and cryptocurrency
  • Fifth Circuit's decision in K Alain, L.L.L.P. v. Commissioner, which introduced an activity-based (role-based) standard holding that a "limited partner" is one who does not take part in managing or controlling the partnership's business
  • New fraud discussion, including the scam reported by the IRS in 2026 in which bad actors sent letters mimicking official IRS correspondence, directing investors to enroll in a fake "Digital Asset Compliance Portal" designed to resemble irs.gov
  • One Big Beautiful Bill updates, including the new rule governing domestic R&D expenditures

Key Topics Covered:

  • Investment products: stocks, bonds, options, and futures
  • Tax implications of investment purchases, sales, and trades
  • Estate and gift tax implications
  • Tax implications of various investment strategies
  • Investment tax questions for both individuals and businesses
  • Mutual funds, ETFs, REITs, and unit trusts
  • Commodities, including livestock and oil and gas
  • Real estate investments
  • Precious metals, collectibles, bitcoin, and NFTs
Additional Information
SKU 2930027
Publication Date October 16, 2026
ISBN 978-1-971540-23-8
Page Count 824
Author Robert Bloink, Esq. LL.M. and William H. Byrnes, Esq., LL.M.CWM
Edition 2027
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Robert Bloink, Esq., LL.M.

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 Diego, 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., CWM

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.

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