Personal Financial Planning - MUTUAL FUND REDEMPTIONS - With careful planning, CPAs can help clients control how much gain or loss they recognize on sales of mutual fund shares. The right guidance also can ensure that clients don't run afoul of other tax law provisions that might hamper their ability to deduct losses.
|Year of publication:||
|Authors:||Knight, Lee G.; Knight, Ray A.|
Journal of accountancy : publication of the American Institute of Certified Public Accountants. - Jersey City, NJ : Inst., ISSN 0021-8448, ZDB-ID 2193590. - Vol. 195.2003, 3, p. 55-64
Knight, Lee G., (1996)
Knight, Ray A., (1995)
ARTICLES - Succession Planning - PRESERVING THE FAMILY LEGACY - Passing a family business to the next generation requires careful planning. Until Congress decides to make the scheduled estate tax repeal permanent, CPAs must continue to encourage business owners to develop a strategy for transferring ownership to children or grandchildren. This article highlights four such strategies.
Knight, Lee G., (2002)
- More ...