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IRS Criminal Investigation Unit Is Taking on More Crypto Tax Cases

Wealth Management

The IRS has been asking individuals to disclose if they've transacted in cryptocurrency since the 2019 tax year.

Taxes 286
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Key Tax Court Cases on Valuation of Pass-Through Entities: The Early Years

Wealth Management

Developments from 1999 through 2019.

Valuation 278
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Recession Watch Metrics

Calculated Risk

Also note that the sharp decline in 2010 was related to the housing tax credit policy in 2009 - and was just a continuation of the housing bust. I dismissed it when the yield curve inverted in 2019 and again in 2022. I ignored that downturn as a pandemic distortion. Yield Curve: The yield curve is a commonly used leading indicator.

Sales 214
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Recession Watch Metrics

Calculated Risk

Also note that the sharp decline in 2010 was related to the housing tax credit policy in 2009 - and was just a continuation of the housing bust. I dismissed it when the yield curve inverted in 2019 and again in 2022. I ignored that downturn as a pandemic distortion. Yield Curve: The yield curve is a commonly used leading indicator.

Sales 241
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Seeking Best Execution: Understanding The SEC’s Expectations For Advisors To Deliver Best Outcomes For Clients

Nerd's Eye View

Notably, much of the language from the 1986 SEC Interpretive Release was later reiterated in a 2018 SEC Risk Alert and a 2019 SEC Interpretation. The SEC, in its interpretive release, sets an expectation of "periodic and systematic evaluation" (i.e.,

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The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Wealth Management

Michael was instrumental during AssetMark’s leveraged buyout transition to Genstar in 2013, its sale to Huatai Securities in 2016, its IPO in 2019, and its sale to GTCR in 2024. Before joining AssetMark, Michael was a Senior Vice President at Fidelity’s Institutional Wealth Services.

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Recession Watch Metrics

Calculated Risk

Also note that the sharp decline in 2010 was related to the housing tax credit policy in 2009 - and was just a continuation of the housing bust. I dismissed it when the yield curve inverted in 2019 and again in 2022. I ignored that downturn as a pandemic distortion. Yield Curve: The yield curve is a commonly used leading indicator.

Sales 165