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- IRS Regs Neutralize Diversification Techniques
- This article assessing the relative merits of stock concentration risk management techniques that are implemented through financial derivatives, including options, swaps, and forwards. It focuses on investors who are not subject to the "straddle rules" because their stock was acquired before 1984. In addition, it focuses on investors who are...
- White papers 2001-10-01
- New Moves For Concentrated Stock Positions
- The current volatility of the stock market has caused many investors who own a single concentrated stock position with a low-cost basis to explore strategies that should enable them to hedge and monetize their positions without triggering a taxable event. This article assesses the alternative strategies that currently exist in...
- White papers 2001-08-01
- 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
- Cross-Border Structured Products
- It is clear that demonstrating the business purpose and economic substance of a structured transaction will be essential to achieving its tax objectives. Likewise, it will be critically important to follow recent court cases and monitor legislative proposals to achieve uncontested tax treatment of structured products. However, as mentioned, the...
- White papers 2001-01-01
- An Extra Boost
- It has been seen that comprehensive liquidity management program employing derivatives can produce tax benefits in addition to investment returns. Derivatives are versatile investment tools because they can be used as part of a low-risk corporate liquidity management program and at the same time generate tax, accounting and/or regulatory benefits....
- White papers 2000-06-01
- Tax Law Changes To Cope With Advent Of Single-Security Futures Contracts
- At the end of december an Act was passed that gave the Commodity Futures Trading Commission the authority to regulate futures contracts on single stocks as well as certain "narrow based indexes" Changes were also made to the Internal Revenue Code to deal with these new securities. Section 1091 governing...
- White papers 2001-04-01
- The Benefits And Methods Of Harvesting Your Losses, And Not Just At Year-End
- Taxable investors who focus on realizing capital losses only at year-end are leaving a lot of performance on the table. Knowing how - and when- to harvest losses can significantly mitigate the damage losses can do to portfolio. Despite the importance of loss harvesting as part of disciplined year-round portfolio...
- White papers 2001-11-01
- Swaps For Pre-1984 Stock
- Investors with appreciated securities often wish to hedge - either to protect their gains and try to gather additional profits or to diversify without having to pay a large capital gains tax. An analysis shows that for stock purchased before 1984, the best hedge involves a swap with an embedded...
- White papers 2003-06-01
- 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
Additional Resources
- Asset Allocation and Risk Allocation: Can Social Security Improve Its Future Solvency Problem by Investing in Private Securities?
- his paper examines the economics of investing the central trust fund of Social Security in private securities. We note that switching from a policy of having the trust fund invest solely in special issue Treasury bonds to one where some of the portfolio holds common stocks amounts to an asset...
- White papers 2003-01-01
- Firms draft game plans. (1997 Prudential Securities Textile and Apparel Conference)
- Twenty-two companies in the textile industry outlined their plans for growth at Prudential Securities' 1997 Textile and Apparel Conference. Twenty-two companies in the textile industry outlined their plans for growth at Prudential Securities' 1997 Textile and Apparel Conference.
- Research articles 1997-10-20
- Are investors listening when politicians speak? Assessing the securities fraud liability of political officials who manage large civic works projects.
- I. INTRODUCTION Over the last twenty years, the municipal securities (1) market has evolved from being largely unknown and unregulated to being amongst the foremost regulatory priorities of the Securities and Exchange Commission ("SEC"). (2) Municipal bond investors today stand in contrast to the rather limited group that...
- Research articles 2002-01-01
- BERGER & MONTAGUE, P.C. Filed Securities Fraud Complaint Alleging Vision Twenty-One, Inc. and Certain of its Officers Blindsided Investors
- PHILADELPHIA--BUSINESS WIRE--Feb. 5, 1999--BERGER & MONTAGUE, P.C. filed a Complaint on January 27, 1999 pursuant to Sections 10b and 20a of the Securities Exchange Act of 1934 seeking class action status in the United States District court for the Middle District of Florida (99-171-CIV-T-26A) on behalf of purchasers of Vision...
- Research articles 1999-02-05
- The basics for local officials about SEC action. (Part 2)(Susan Golden of the Securities and Exchange Commission's Office of Municipal Securities)(Interview)
- The SEC has instituted investigations of twenty municipal governments and officials for violations of securities-fraud provisions, raising questions for all cities about their financial advisors. Golden explains the rules in question and describes local officials's rights and responsibilities.Recently, the Securities and Exchange Commission SEC has opened a series of...
- Research articles 1996-06-24
- PALESTINIAN AUTHORITY: PRICE INDEX FALLS ON SECURITIES BOURSE.(Brief Article)
- Al-Watan newspaper provided data from the PA Securities Bourse Report published in October 2002 which maintained that the Israeli military operations in the West Bank and Gaza caused the 49% drop in the PA securities price index in comparison to the index for April 2000. The ...
- Research articles 2002-10-30
- Vision Twenty-One Announces Filing of Form 12b-25 and Early Adoption of SOPs 98-5 and 98-1
- LARGO, Fla.--BUSINESS WIRE--March 31, 1999--Vision Twenty-One, Inc. (Nasdaq:EYES), an eye care company, announced today that it has filed Form 12b-25 with the U. S. Securities and Exchange Commission for a fifteen day extension to report results for its fiscal year ended Dec. 31, 1998 in Form 10-K. The extension...
- Research articles 1999-04-01
- Jon Anda Returns to Morgan Stanley; Will Serve as Vice Chairman of Institutional Securities
- NEW YORK -- Morgan Stanley (NYSE: MS) today announced that Jon Anda, who previously worked at Morgan Stanley for twenty years, is returning to the Firm as Vice Chairman, Institutional Securities. Mr. Anda, 49, will work closely with senior management on the expansion of Morgan Stanley's client initiatives in the...
- Research articles 2006-06-07
- SEVENTH ANNUAL A.A. SOMMER, JR. LECTURE ON CORPORATE, SECURITIES AND FINANCIAL LAW[dagger] "THE U.K. FSA: NOBODY DOES IT BETTER?", THE
- WELCOME DEAN TREANOR: I'm Bill Treanor. I'm the Dean of Fordham Law School. It's my pleasure to welcome you to tonight's event, which is the Seventh Annual A.A. Sommer, Jr. Lecture on Corporate, Securities and Financial Law. Fordham is a school that has always taken incredible pride in its business...
- Research articles 2007-01-01
- IMN Financial Announces That It Has Entered Into a "Gestation" Warehouse Lender Agreement With Prudential Securities Credit
- MELVILLE, N.Y.--BUSINESS WIRE--Sept. 3, 1998--Edward R. Capuano, President and Chairman of the Board of Directors of IMN Financial Corp. (OTC BB:IMNF), was pleased to announce today that the Company has entered into a Mortgage Loan Purchase and Sale Agreement between its retail mortgage banking subsidiary, Island Mortgage Network Inc. and...
- Research articles 1998-09-03
- Berman DeValerio & Pease, LLP Announces Securities Class Periods and Lead Plaintiff Filing Periods
- Business Editors & Legal Writers BOSTON--BUSINESS WIRE--July 18, 2000 Berman, DeValerio & Pease LLP, a law firm specializing in representing shareholders in class action lawsuits for almost twenty years, issues the following press release: Investors have filed lawsuits against the companies identified below for violations of the...
- Research articles 2000-07-18
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