• With mark-to-market (economic reporting) in Section 1256, futures traders receive a one-page Form 1099 with their realized and unrealized gains and losses for the year.

    FORBES: Beware The Long (Global) Arm Of The IRS

  • Marsh relies on insurance brokerage for 60% of revenue and two-thirds of operating profit (earnings excluding realized investment gains and losses and other unusual items).

    FORBES: Pulling the Plug on Marsh

  • In the meantime, you can lower your tax exposure by using a tax-deferred account to hold dividend-paying stocks, avoiding unnecessary trades and offseting realized capital gains with realized losses.

    FORBES: Capital Gains and Dividend Taxes: What's Next

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