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- Lessons from Your '08 Return
- Your 2008 taxes are done. Congrats! But you're not done yet. This is the perfect time to look for ways to lower your 2009 taxes, while you have all your records and forms handy. The sooner you get started, the more you'll save. ...
- Articles 2009-04-03
Additional Resources
- Bank of Montreal - First Canadian Bank to Offer Global Tax Advantage Funds, Six Funds Give New Global Reach and Sector View - Two Managed by Rothschild Asset Management.
- TORONTO, Nov 29, 2000 BMO Mutual Funds today announced the introduction of six new Global Tax Advantage Funds. Bank of Montreal's BMO Investments Inc. is the first bank-owned mutual fund dealer in Canada to offer this type of investment vehicle. The...
- Research articles 2000-11-29
- [158] The endorsement process for income tax exempt funds: ATO fact sheet.
- Byline: Terry Hayes Feb 07, 2006 (Weekly Tax Bulletin - ABIX via COMTEX) -- The Australian Taxation Office has issued a fact sheet with information on the endorsement process for...
- Research articles 2006-02-07
- American Century California Tax-Free Funds Available Through Schwab Mutual Fund OneSource Service
- MOUNTAIN VIEW, Calif.--BUSINESS WIRE--July 2, 1998--American Century Investments has expanded the selection of funds offered to Charles Schwab Mutual Fund OneSourcetm Service customers with the addition of five of its California tax-free funds to the popular no transaction fee program.
- Research articles 1998-07-02
- Brazil: Pension funds deny tax evasion.
- Brazil, Aug 4, 2001 The Brazilian pension funds refuted the Internal Revenue Service that disclosed they are the major debtors of the income tax. The funds claim that the Internal Revenue Service wants to tax them twice, what is not allowed by the Brazilian...
- Research articles 2001-08-06
- New York Life division introduces two new tax-exempt mutual funds. (New York Life Insurance Co.'s NYLIFE Securities Inc.)
- NYLIFE Securities Inc., a wholly-owned subsidiary of New York Life Insurance Co., has added two new tax-free funds to the MainStay five states: California, Arizona, Nevada, Oregon and Washington. The MainStay New York Tax Free Fund is available in New NYLIFE Securities Inc., a wholly-owned subsidiary of...
- Research articles 1991-11-11
- Good year for investors in tax-managed funds; Little capital gains exposure is a plus.(News)
- Byline: David Hoffman NEW YORK - Investors in tax-managed mutual funds finally can expect to reap a little extra reward this year, according to industry experts. The reason is that such funds limit exposure to capital gains...
- Research articles 2005-10-17
- CSFB Hedge Fund Investments Group Launches Registered Funds of Hedge Funds in Five Categories
- NEW YORK -- CSFB's Hedge Fund Investments group ("HFI") is pleased to announce the April 1, 2005 launch of funds of hedge funds registered with the US Securities and Exchange Commission. The five fund strategies are Multi-Strategy, Long/Short Equity, Relative Value, Tactical Trading and Event Driven. There is a tax-exempt...
- Research articles 2005-04-13
- Funds find pitfalls in reporting after-tax returns.
- SEC grants extension, but uniformity needed Last-minute snags have tripped up mutual funds trying to report their performance based on after-tax returns. Last week the Securities and Exchange Commission reluctantly granted the industry two more months -- until...
- Research articles 2001-10-01
- Nuveen registers six tax-free funds.
- * Nuveen Investments in Chicago last week registered five new tax-free municipal bond funds with securities regulators, just two weeks after stock-shy investors poured $1 billion into its six newest muni funds. Nuveen also pulled in $240 million at the end...
- Research articles 2001-04-16
- Active international accounts prove most popular.(for US pension funds and tax-exempt accounts)(Brief Article)
- STAMFORD, Conn. -- U.S. pension funds and other tax-exempt investors invested more in active international equity accounts during the first half of the year than in other international accounts, according to InterSec Research, a pension fund consultant. Tax-exempt funds invested $8.58 billion in newly...
- Research articles 1998-12-14
- Congress quiet on capital gains tax. (Mutual Funds).(Capital gains tax law, mutual funds analysis)(Government Activity)
- Washington is probably not going to give financial advisors much help this year with fighting capital gains taxes on clients' mutual funds. Washington is probably not going to give financial advisors much help this year with fighting capital gains taxes on clients' mutual ...
- Research articles 2002-03-18
- Money market mutual funds
- In addition to checking and savings deposits and CDs, banks often offer investments in mutual funds. While mutual funds are often used to invest in stocks and bonds, a major chunk of total assets is invested in money market funds. Unlike FDIC-insured deposits, money market funds are not federally insured...
- White papers
- J.P. Morgan advises new disciplined equity and tax-aware funds
- NEW YORK--BUSINESS WIRE--Feb. 27, 1997--Three new mutual funds, advised by J.P. Morgan, have been introduced to address two concerns of investors -- the potential to earn higher returns than the market and a growing recognition of the importance of after-tax returns.
- Research articles 1997-02-27
- Reportedly, the IRS is auditing the National Education Association, and students of the union's political practices are betting that its new-math approach to its tax returns will flunk the exam
- * Reportedly, the IRS is auditing the National Education Association, and students of the union's political practices are betting that its new-math approach to its tax returns will flunk the exam. The Landmark Legal Foundation first filed a complaint against the NEA in 2000, giving the IRS reams of documents...
- Research articles 2003-12-22
- Tax-Deductible Liberal Lobbying?
- Liberal nonprofit groups may have broken tax laws in using tax-exempt funds and federal grants to lobby against Bush Cabinet nominees and even for candidates. Nonprofit policy and advocacy groups that opposed the nominations of John Ashcroft for attorney general and Gale Norton for interior secretary, and spent millions...
- Research articles 2001-03-05
- Abandoned mine cleanup in peril, if coal industry tax expires.
- By Ken Ward Jr., The Charleston Gazette, W.Va. Knight Ridder/Tribune Business News Aug. 31--U.S. Interior Department officials on Monday warned Congress that "millions of acres" of abandoned mines would go unreclaimed if lawmakers do not renew a coal industry tax. ...
- Research articles 2004-08-31
- Cities Call Gas Tax Cut Ill-Advised.(Brief Article)(Statistical Data Included)
- The Senate may consider a federal gas tax repeal, which could imperil funding for local transportation programs. Senate Majority Leader Trent Lott (Miss.) has sponsored legislation, S. 2285, which would suspend a portion or potentially all of the federal gasoline tax which funds the...
- Research articles 2000-04-03
- Car Tax Collections to Fund Seattle Monorail Still Fall Short.
- By Susan Gilmore, The Seattle Times Knight Ridder/Tribune Business News Nov. 21--A new car-tab tax that funds the Seattle Monorail Project continues to run below projections. The tax collected just $2.17 million in October, about 30 percent below projections....
- Research articles 2003-11-21
- Extension of mine fund tax added to federal budget bill.
- By Ken Ward Jr., The Charleston Gazette, W.Va. Knight Ridder/Tribune Business News Sep. 15--Sen. Robert C. Byrd, D-W.Va., took the first step Tuesday to stave off the end of the federal program that cleans up abandoned coal mines. Byrd won...
- Research articles 2004-09-15
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