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Form 8939, Allocation of Increase in Basis for Property Acquired From a Decedent, is not yet final.
FORBES: Election For 2010 Estates: Big Headache
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On March 31, 2011, the Treasury Department and the IRS extended the deadline for filing Form 8939, Allocation of Increase in Basis for Property Acquired From a Decedent.
FORBES: IRS Extends Deadline For Filing Special Form Just For 2010 Deaths
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Executors of 2010 decedents can opt out of the estate tax regime by filing a special form: Form 8939, Allocation of Increase in Basis for Property Acquired From a Decedent.
FORBES: Tax Deadlines For 2010 Deaths? IRS Finally Issues Guidance
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Nonetheless, a survey by Cerulli Associates shows the number of advisors employing some form of tactical asset allocation is now at 61 percent, up 8.3 percent from 2010.
FORBES: More Advisors Suffer from Alpha Delusion
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Form a prudent asset allocation around the plan.
FORBES: Are You a Disciplined Investor?
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Under a pilot scheme taking place in some parts of the country, a single assessment results in a cash allocation that is given to the user or their family directly - in the form of a personalised budget.
BBC: NEWS | UK | UK Politics | In full: George Osborne speech
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The passive form of investing is about reaching your goal by selecting the right asset allocation for your needs, participating in the markets cheaply through index funds and ETFs, and rebalancing the portfolio on occasion to return to its target allocation.
FORBES: Passive Investing Beats the Markets
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There are other arguments to be made about allocation of resources, whether or not the nursing home industry should exist in its current form, and so forth, but arguing that Medicare is crowding out benefits to nursing home employees is flimsy at best.
FORBES: The World of Today
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Citi stock remains 90% below its pre-crisis level (or 50% lower after adjusting for its increase in share count) and, in our view, reflects the failure of resource allocation, oversight and management that stretches back to the formation of the company in its current form in 1998.
FORBES: Mike Mayo Will Ask Citi The Tough Question It Doesn't Want To Answer At Wednesday's Shareholder Meeting
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Once the size of the defence budget has been determined, choices are required about its allocation between each of the three armed forces and their contribution to the UK's defence output in the form of peace, protection and security for its citizens.
BBC: Viewpoints: Future of the British army