Draft Tarp Bailout Forms for the $700 Billion Dollar Troubled Asset Relief Program

NEWS – SUGGESTED TARP BAILOUT FORMS ARE NOW AVAILABLE   One of the first forms that Banking Lawyers across the nation and California in cities and areas such as San Diego, Orange County, Newport Beach, La Jolla, Anaheim, Los Angeles, Santa Barbara, and Palm Springs (not to mention Wall Street) will be asked to prepare … Read more

Asset Allocation for Foundation and Endowment Investment Portfolios

Foundations, endowments and other not-for-profit organizations come in all shapes and sizes. The assets that they control and manage for the benefit of countless projects, charities, and causes is staggering in total and it has become a primary market for the vast array of investment products developed by Wall Street financial institutions. One can only … Read more

UK Tax Policy and the Euro-dollar Market

UK TAX POLICY AND THE EURO-DOLLAR MARKET * A. Introduction The view of the UK Treasury and the Inland Revenue was that, the way was now open for the nationalised industries and the local authorities to borrow in this way, if the UK wanted this to happen, and that the Boards and authorities … Read more

Cautions on Taking a Home Refinance Loan

Seeking to get a home refinance loan without right reasons is a wasted effort and results in heavy loss of money. It is wise to choose for a home refinance loan only if there are strong needs and specific circumstances asking the want of loan. There is a proper time and proper place for everything … Read more

Vacation Home Exchanges Clarified

Vacation Homes have long been a source of angst among exchangers and their advisors because of the lack of guidance on whether they qualify as an investment property for IRC §1031 purposes. In the past, exchangers readily exchanged ‘second homes’ based on the claim that in addition to enjoying the vacation home personally, they also … Read more