Proposed Regulations on Carried Interest Taxation
The TCJA quietly added a provision to tax certain ‘carried interests’ at a higher tax rate. That addition—Internal Revenue Code Section 1061 (IRC 1061)—taxes certain carried interests at the ordinary income tax rate. Simply stated, carried interest is the...
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Five Frequently Asked Questions About Saving For Education
There are many factors to consider when saving for future education costs—the time between now and when the funds are needed, risk tolerance of the investor, investment preference, and individual tax situation. It may be obvious, but we always...
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Latest News Affecting Your Financial Life
The July 2020 edition of Fairman Perspectives highlights several topics related to the current market surrounding COVID-19. Topics include speculative investments, performance benchmarks, retiree confidence, and other topics related to investing. Learn more!
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Think Twice About Speculative Investments
As companies race to develop vaccines and drug therapies that could help end the COVID-19 pandemic, news reports on successful or failed trials affect individual stock prices and can trigger wide swings in the broader market. You should think...
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Use Appropriate Performance Benchmarks
Do you find yourself glued to daily market movements? Before making any decisions, be sure you understand how this data relates—or not—to your individual portfolio. If you have a well-diversified portfolio that includes multiple asset classes, be sure to...
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