Opalesque CT Roundtable : Industry moves from asset allocation to risk allocation, risk measurement to real risk management

The Roundtable took place in October 2010 with the following experts:a-pub-5157679868954075″, “Left_Column_To;Technology• Donald Brownstein, Chief Executive Officer, Chief Investment Officer, Structured Portfolio Management• Joe Taussig, Founder, Taussig Capital AG• Jonathan Litt, Founder and Chief Executive Officer, Land and Buildings• Kevin Schweitzer, General Partner, Chief Investment Officer, RockView Capital• Marco Bianchi, Head of US Business Development, … Read more

Dissolution of Partnerships in a 1031 Exchange: The Drop and Swap

When you sell your interest in investment property, you may incur federal capital gains taxes and, in some states, state taxes as well. Your attorney, tax advisor, or real estate professional may suggest a tax-deferred exchange under Section 1031 of the Internal Revenue Code.  A 1031 tax-deferred exchange allows you to dispose of investment properties and … Read more

Tax Provisions Within Obama Administration Budget Proposal

The Obama Administration has proposed a 2011 federal budget intended to steer the economy toward recovery and create new sources of revenue to reduce our country’s deficit. If enacted, the tax proposals in the budget would affect individuals, businesses, and estates. Individual Provisions Perhaps the most wide-reaching provision in the budget proposal allows the maximum … Read more

Chief Concerns of a Credit Counseling Company

Credit counseling agencies follow different debt consolidation programs. All programs or plans are directed to make one debt free in less time. Chief concerns of credit counseling companies are: Debt settlement Most of debt consolidation agencies come featured with experienced counselors. Such counselors work in a systematic manner to help the clients. Debt settlement procedures … Read more