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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 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
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
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.