Protect Assets from Nursing Home: Medicaid Eligibility & Application

There are some important questions to consider when there is a chance that you will be in a nursing home in the years to come. You want to make sure your assets are protected completely. Question 7: Medicaid income eligibility requirements: Can I transfer income and assets to my children before going into a nursing … Read more

Compare Mutual Funds With These Key Statistics

Comparing mutual funds is fairly simple when you have a good understanding of the key statistics and know how to employ them effectively. The key statistics listed below should serve you well in comparing mutual funds. Mutual Fund Returns *Average Return *Risk-Adjusted Return Mutual Fund Risk *Standard Deviation *Beta Risk-to-Return *Sharpe … Read more

Asset Protection Planning Part 1 of 4

Copyright (c) 2009 Jeffrey Matsen I. Introduction Asset protection planning has been practiced by attorneys, financial planners and accountants for several decades. Business persons have always had concern over the exposure of their personal assets to claims against the business. The corporate form of business entity with its shield of limited liability has been invoked … Read more

International Tax Free Reorganizations

In the world of international business, corporations that operate in different countries sometimes pursue reorganizations. They may do this to streamline operations to maintain a competitive advantage. They may also do it to change their corporate ‘persona’ with a new management and operating structure. When a multinational corporation reorganizes, it takes into consideration the tax … 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