Keeping those accounts in house allowed Mr. Weiner to monitor them for both tax and allocation purposes.
Indeed, some would argue that the spur of such a tax leads to more efficient allocation of the resources and thus to a negative deadweight cost.
FORBES: Taxing Capital Isn't About Fair: It's About Efficiency
My bond allocation for a tax-sheltered retirement account is 60 percent in the Vanguard Total Bond Market (symbol: VBMFX), 20 percent in the Vanguard TIPS fund (symbol: VIPSX), and 20 percent in the Vanguard Corporate High Yield fund (symbol: VWEHX).
FORBES: Total Bond Index Funds are Not the Total Bond Market
For their part, some states are challenging the equalising allocation of value-added tax revenues.
This means from a tax perspective that there are issues on allocation of the royalties between principle and income, that some trust (such as marital deduction trusts) might not be able to qualify for a deduction if funded with copyrights, and so forth.
If, instead, they cash in bonds and certificates of deposit, and then invest the proceeds in taxable bonds in a 529, they haven't altered their overall asset allocation, but have improved their tax situation.
As long as an NFL team continues to play only one game per year in London, these new, more flexible allocation rules will prevent the resulting tax burden from becoming a major sticking point among the participating players.
Tactical asset allocation strategies may also lead to higher tax expense in a taxable account.
This is best resolved by the vigorous application of tight, cash-limited, tax-financed global budgets and improvements in resource allocation by doctors and managers.
Negotiations must begin at both the EU and OECD level to obtain new rules on the allocation of taxation power and change bilateral tax treaties.
FORBES: Corporate Tax 2.0: Why France and the World Need a New Tax System for the Digital Age
Poor mutual fund choice, inappropriate asset allocation, the wrong risk level, inefficient tax management, and an unwillingness to let time do its magic will result in a less than desirable outcome.
As the CEO of a profitable, publicly-traded small company that pays dividends, and as an operator of financial marketplaces with more than 1, 600 dividend-paying companies, I am keenly aware of the impact dividend tax rates have on corporate decision-making, capital allocation and economic growth.
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
Governments have to tax the private sector in order to spend, but taxes distort the allocation of resources in the economy.
FORBES: Data in New World Bank Report Shows that Large Public Sectors Reduce Economic Growth
The allocation of GST exemption to a transfer or to a trust excludes from the GST tax not only the amount of the transfer or trust assets equal to the amount of GST exemption allocated, but also all appreciation and income on that amount during the existence of the trust.
Bill Gross and Mohamed El-Erian have turned bullish on muni bonds ahead of inevitable tax hikes in 2013, and have put their money where their mouth is by beefing up the allocation to these securities in the Total Return Fund.
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