Tax / TAG Tax (J)
This is a TIAG and TAGLaw "Joint" Specialty Group.
The TIAG Co-chairs are shown below. Click the "Group Member List" icon to view co-chairs and members from both TIAG and TAGLaw.
TAG Tax Newsletters
- TAG Tax European Newsletter - March 2015
- TAG Tax European Newsletter - April 2014
- TAG Tax European Newsletter - March 2013
- TAG Tax European Newsletter - December 2012
Meet the Co-chairs - TIAG
Mercer & Hole
Fineman West & Co. LLP
Meet the Co-chairs - TAGLAW
Williams Mullen (VA)
Meet the Co-chairs - TAG-SP
Collins Barrow Toronto LLP
Contact: Hal Zemel; Berdon LLP (New York, New York, USA)
While tax consequences should not be the primary consideration for investment decisions, they should be taken into account to maximize after tax returns. Depending on your risk profile, you may be interested in long-term capital appreciation or a dependable current income stream. Growth stocks and mutual funds may provide long-term capital appreciation with less current income. For those favoring a current income stream, you have various choices including US Treasury Bonds/Bills, state and local bonds, corporate bonds, certificates of deposit (CDs), and dividend paying stocks.
Contact: Joe Kristan of Roth & Company, P.C.
Your IRA isn’t an HSA. Last week I was asked whether there was a penalty for taking money from an Individual Retirement Account to pay for surgery. I said there was no penalty, but that it was taxable income. The person who asked was surprised and confused, thinking that penalty and taxation are the same thing. They aren’t.
Contact: Donald S. Nemerov, Managing Director; FGMK, LLC (Chicago, Illinois, USA)
Executive Compensation – Tax Planning to Increase Take-home Amounts
Contact: Berdon LLP (New York, New York, USA)
Updates as Tax Laws Change
Washington's confrontational atmosphere, coupled with some heated presidential electioneering, creates a particularly uncertain tax climate. The Berdon LLP 2015-16 Tax Planner is your easy-to-use reference tool as well as a resource to help you identify opportunities that can benefit your particular financial circumstances.
Contact: Marc Ausfresser, J.D., LL.M., Berdon LLP (New York, New York, USA)
A temporary highway and transportation spending act1 signed into law by President Obama on July 31, 2015 was designed to offset the cost of highway expenses without raising taxes. The result is a new array of tax compliance measures projected to generate $5 billion in revenue over 10 years. Since this is a stop-gap measure, scheduled to sunset on October 29, 2015, the House and Senate will eventually need to revisit this funding.