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* 2023 Tax Facts on Investments
2023 TAX FACTS ON INVESTMENTS
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With your order you will receive the benefits of our convenient automatic annual
update service so you don't miss the latest developments! Learn More.
Tax Facts on Investments is your complete source for tax information that
relates to investment planning and transactions.
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Details
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.
This publication offers:
* Thousands 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 give concise advice on how to handle real-world issues
* Having the right tax information helps avoid problems before they become
costly mistakes, as well as correct problems when they do occur
New in the 2023 Edition:
* New questions on the Inflation Reduction Act of 2022, including discussion of
the stock buyback tax and when it does or does not apply and the extension of
the excess business loss limitation provision through 2028
* A new set of questions on non-fungible tokens that defines NFTs, when the
creator or buyer of a NFT is subject to federal or state taxation, the
consequences of an NFT being classified as a collectible and valuation of an
NFT for purposes of determining gain or loss on a sale or disposition
* New discussion of decentralized autonomous organizations and their
relationship to non-fungible tokens
* Information on whether taxpayers are required to report cryptocurrency
transactions of $10,000 or more
* Update on how the nationwide disaster designation remains in place, meaning
that opportunity zone businesses are entitled to amend their plans
* The latest on charitable deductions under the CARES Act
Topics Covered:
* 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, bitcoins, and NFTs (non-fungible tokens)
* And More! See the “Table of Contents” section for a full list of topics
Additional Information
Additional Information SKU 2930023 Publication Date November 18, 2022 ISBN
978-1-954096-76-9 Page Count 804 Author Robert Bloink, Esq., LL.M. and William
H. Byrnes, Esq., LL.M., CWM® Edition 2023
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Table Of Contents
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Author Info
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.
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