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A little-noticed decision by the Internal Revenue Service’s appeals unit may spell trouble for legendary investor Jim Simons, who’s embroiled in a multibillion-dollar tax dispute with the agency.
November 13 -
A deadline is looming to maximize the stepped-up basis afforded to realized capital gains invested in qualified opportunity zone properties and businesses.
August 16Erskine & Erskine LLC -
Democrats would need to sweep the 2020 election if they want to pull the trigger to end the carried interest option.
June 4 -
Hedge fund giant Renaissance Technologies is in talks to resolve a dispute with the Internal Revenue Service over a tax maneuver that saved its owners billions of dollars.
April 11 -
Canada is reining in a tax break on employee stock options by introducing a cap that it expects will impact executives of major, established companies.
March 20 -
What types of businesses don’t qualify for QOZ investment, and which types of taxpayers are best suited for the program?
March 8HCVT LLP -
Renaissance Technologies, the giant hedge fund founded by billionaire Jim Simons, looks like it has created the premier individual retirement account.
February 1 -
New IRS regs on the Tax Cuts and Jobs Act throw the industry some curveballs.
December 20 -
For some hedge fund investors, President Donald Trump’s tax overhaul adds insult to the injury from poor investment performance.
November 20 -
Whether you’re at a Big Four firm, a regional firm or a sole practitioner, you have the potential to be a rainmaker.
October 12AG Asset Advisory