Tax

The quintessential fiduciary

Trustee duties explained - A trust is a relationship between three parties: the settlor, the trustee and the beneficiary.

By Elaine Blades |October 1, 2011

6 min read

Tax News

Preparation doesn’t pay

Can’t write off expenses related to exploring pre-business activity

October 1, 2011

3 min read

Tax News

No shortcuts when calculating RSUs

For most employees, the taxation of their employment income is straightforward, since their income is mainly comprised of salary and bonuses.

By Robert Mendenhall |October 1, 2011

5 min read

Tax News

Turn losses into lemonade

Investment advisors generally don’t aim to generate capital losses. That said, strategically realizing capital losses and using them to a client’s advantage can be a prudent approach.

By Jason Heath |September 29, 2011

3 min read

U.S. extends its tax reach

One in four financial institutions are unaware of impending U.S. tax legislation which will have global reach, according to a report by RBC Dexia Investor Services. Despite the fact that the U.S.’s Foreign Account Tax Compliance Act (FATCA) was passed in 2010, 26% of financial institutions worldwide have little or no awareness of the legislation. […]

By Staff |September 26, 2011

2 min read

When to blow the whistle

Swiss banker Bradley Birkenfeld joined UBS in 2001. Four years later, Birkenfeld realized that UBS’s practice of storing money for American clients in Swiss bank accounts was illegal. Birkenfeld voiced his concern to his supervisors and UBS’s compliance and legal departments. Since he didn’t receive a response, in 2007 Birkenfeld left UBS and complained to the IRS and SEC, triggering a multibillion-dollar international tax-fraud scandal.

3 min read

Tax

The quintessential fiduciary

Preparation doesn’t pay

No shortcuts when calculating RSUs

Turn losses into lemonade

U.S. extends its tax reach

Avoid sibling rivalry over jointly held property

When to blow the whistle

Tax savings tips for students

Five risks to holding property jointly

Share wealth without the tax burden