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- Title
Investment Opportunity Amid Tax Uncertainty.
- Authors
Boyle, Patrick
- Abstract
The article discusses investment opportunities posed by the prepayment of taxes in 2010 in the light of the coming shift in tax rate along with the uncertainty surrounding the tax law. An analysis using the Berstein's Wealth Forecasting System to model the trade-offs between prepaying and deferring tax is presented, along with several specific examples including harvesting capital gains in concentrated positions, employee stock option, and Roth Individual Retirement Account (IRA) conversion. The Wealth Forecasting System (WFS) is also elaborated. INSET: NOTES ON THE WEALTH FORECASTING SYSTEM.
- Subjects
UNITED States; UNITED States tax laws; TAX rates; CAPITAL gains tax laws; CAPITAL gains tax; TAXATION of individual retirement accounts; TAX laws
- Publication
CPA Journal, 2010, Vol 80, Issue 9, p42
- ISSN
0732-8435
- Publication type
Article