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- Mutual Fund Tax Efficiency
- Mutual fund performance is commonly measured in gross (i.e. pre-tax and pre-inflation) returns. Unlike inflation, the impact of taxes on equity returns varies widely among investors. While some investors have a high marginal tax rate, others have a very low one. Inflation, on the other hand, is uniform in its...
- White papers 2000-12-01
- Tax Strategies: The Tax-Efficient Portfolio
- You may have heard a lot about the importance of having a tax-efficient portfolio. Tax efficiency reflects a portfolio that generates the highest yield and growth with the least amount of tax cost. A few minor changes to your investment strategy may help you save on taxes and increase the...
- White papers 2008-01-01
Additional Resources
- Appealing Tax Considerations Often Overlooked For Individual REIT Investors
- This article demonstrate the tax benefits of REITs, including the role dividend treatment of REITs plays in their tax efficiency. Real estate investment trusts, or REITs, offer an opportunity for diversification in investment portfolios, with promising long-term growth. In other words REITs offer the opportunity for portfolio diversification and have...
- White papers 2000-03-01
- Tax benefits of ETFs overrated.(Short Interests)
- Byline: David Hoffman NEW YORK - The supposed tax efficiency behind exchange traded funds has been one of their biggest selling points, but over the past five years, ETFs have been no more tax efficient than the average mutual fund, according...
- Research articles 2006-01-09
- Tax efficient? Depends on your definition.(Brief Article)(Statistical Data Included)
- * Vanguard, Eaton Vance forge ahead, but others wait on Congress In the growing debate over mutual fund tax efficiency, Vanguard Group may have rushed to the head of the parade, but others are waiting for Congress to call the tune on...
- Research articles 1999-11-29
- Largest Tax Return: Guess Who
- If General Electric GE had paper-filed the largest tax return in history its contents would have numbered 24,000 pages. Luckily, it chose to eFile and instead opted for a 237 MB file routed to the IRS via the Internet. According to Boise Cascade, illustrious purveyors of paper, 24,000 pages equates...
- Blog posts 2007-08-27
- Global Strategies Group Comprehensive Tax Solutions
- The author of this article says that the opportunities for bottom-line tax savings for a multinational corporation more evident than in cross-border strategies. It's one thing to achieve compliance with the tax laws of each jurisdiction in which your company has operations. But strategically structuring your organization and its transactions...
- White papers 2003-01-01
- Explaining After-Tax Mutual Fund Performance
- Published research on the topic of mutual fund performance focuses almost exclusively on pretax returns. For U.S. mutual fund investors holding positions in taxable accounts, however, what matters is the after-tax performance of their portfolios. It analyzed after-tax returns on a large sample of diversified U.S. equity mutual funds for...
- White papers 2002-02-01
- Tax Deferral And Other Benefits Of Private Placement Life Insurance
- It has been seen that the combination of an insurance trust and variable life insurance can potentially diminish both the income tax on investment earnings and the estate tax on an investment. As more and more investors realize, tax efficiency can have a dramatic effect on an investment's bottom line....
- White papers 2001-02-01
- Appealing Tax Considerations Often Overlooked for Individual REIT Investors
- Real estate investment trusts, or REITs, offer an opportunity for diversification in investment portfolios, with promising long-term growth. However, there is more to consider: REITs also offer tax benefits. This paper describe the tax efficiency of the REIT structure, and by looking at the cash flow and dividend payout of...
- White papers 2000-03-01
- Tax Efficiency In Corporate Cash Management
- Article discusses different methods of investments, all of them have some commonalities. All involve capital markets instruments that are liquid, transparent, and thus understandable, and all are economic transactions designed to preserve capital while producing interest-rate or money market returns. The capital markets provide investors with several investment tools....
- White papers 2003-01-01
- Tax Free Employee Benefits
- There exists a constant power struggle between employers (wanting the best bang for their employee-related expenditures) and employees (wanting the best remuneration possible for their blood, sweat and tears). And in lean economic times as these, the gravity of this push-pull battle between employees and employers is multiplied. Most employee-related...
- White papers 2009-06-22
- Wrongheaded Advice from Kiplinger's Steve Goldberg
- I like Kiplinger's Personal Finance magazine. And I like Kiplinger.com columnist Steve Goldberg. I think both do a pretty good job helping investors navigate their way through the thickets of the financial world. Perhaps Steve was just trying to be outlandish this week. Or maybe he had a hard time...
- Blog posts 2009-06-29
- Alliance to Save Energy Urges Senate to Adopt Finance Committee's Energy Efficiency Incentives
- WASHINGTON, Feb. 15 /U.S. Newswire/ -- The Alliance to Save Energy applauds the energy efficiency tax credits approved this week by the Senate Finance Committee and urges their adoption by the full Senate and Congress. The tax package includes a variety WASHINGTON, Feb. 15 /U.S. Newswire/ -- The Alliance...
- Research articles 2002-02-15
- Senate Passes Tax Incentives.
- In early May, the Senate passed limited tax incentives for energy efficiency. Included in the energy tax package, which the Senate attached to the foreign sales corporation/extraterritorial income (FSC/ETI) bill, are tax incentives for hybrid and fuel cell vehicles, energy-efficient new homes, energy-efficiency upgrades to existing...
- Research articles 2004-05-01
- The U.S. Climate Bill's Hidden Gas Tax
- Politicians have spent decades studiously avoiding higher gasoline taxes, to avoid their voter's wrath. But it looks like a new gas tax will finally go ahead, as part of the new American Clean Energy and Security Act, the formal name for the United States' cap-and-trade bill. Cap-and-trade...
- Blog posts 2009-05-18
- McKinsey: Energy Efficiency Is the Answer
- The consultant firm McKinsey & Co. issued a new report that tells us a lot about what we already know: energy efficiency is the cheapest way to cut greenhouse gas emissions; and a web of barriers -- yup, that includes you, me and your neighbor with the leaky windows -- remains. The...
- Blog posts 2009-07-29
- Tax Talk Today(r): Electronic Filing of Tax Payments for Businesses Leads to Greater Efficiency. Savings, Reliability
- WASHINGTON, Oct. 21 /U.S. Newswire/ -- After a successful debut -- with filings almost double of what was expected -- the IRS is enhancing its e-Filing and e-Payment systems to help tax practitioners and corporations realize greater efficiency, savings anWASHINGTON, Oct. 21 /U.S. Newswire/ -- After a successful debut --...
- Research articles 2004-10-21
- Senate and House differ on energy-efficiency
- This past summer, the U.S. Senate and House each passed energy bills that vary greatly. The Senate's comprehensive energy legislation, passed on June 21, promotes a major expansion of renewable fuels and energy efficiency; the bill does not extend the energy-efficiency tax deduction for commercial buildings that IREM supports. ...
- Research articles 2007-11-01
- Alliance Calls on Congress to Wrap Up 'Unfinished Business' By Passing Energy-Efficiency Tax Credits in Stimulus Package
- WASHINGTON -- The Alliance to Save Energy strongly urged Congress to act today to extend tax credits for consumers who make energy-efficiency home improvements, noting that these tax incentives are major incentives for moving new efficient technologies into the commercial mainstream.
- Research articles 2008-01-30
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