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Bonds and the original issue discount: Easy does it #3
February 25th, 2009
With the investment landscape changing investors have shown interest in more secure and conservative investment vehicles. Many clients have expressed an interest in bonds. However, the complexity of the varying bond vehicles and the income tax implic…
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Bonds and the original issue discount: Easy does it #2
February 15th, 2009
With interest rates at historical lows, several wealth transfer techniques offer high net worth individuals an excellent opportunity to transfer wealth to their descendants at a minimal cost. These techniques benefit from low interest rates. Two soph…
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Bonds and the original issue discount: Easy does it #1
February 1st, 2009
With interest rates at historical lows, several wealth transfer techniques offer high net worth individuals an excellent opportunity to transfer wealth to their descendants at a minimal cost. These techniques benefit from low interest rates. Two soph…
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A year-end opportunity to wash your dirty stocks: Harvesting losses with wash sales
January 1st, 2009
The Internal Revenue Code Section 165(a) permits deductions for any loss sustained during the taxable year and not compensated for by insurance or otherwise. The broad language of Section 165 seemingly allows deductions for almost any type of loss. L…
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About Jesse Coyle
Mr. Jesse T. Coyle is a licensed attorney in both North Carolina and Illinois, as well as a Certified Financial Planner™. Jesse has dedicated his career to helping all families navigate the complicated waters of estate planning and probate matters. Jesse and the members of Carolina Tax, Trusts & Estates are available for your call and would be pleased to assist you.
