real estate investment

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  Real Estate and Taxes: Benefits, and Limitations, of Investment

  By Tax Facts Online  |  March 28, 2013

  The experts at Tax Facts Online look at the tax implications of real estate ownership.

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  Gas and Cigarettes: The Tax Sticks That Keep On Hittin’

  By Mike Patton  |  March 25, 2013

  A look at how federal and state taxes hit car owners and smokers: are they meant to change behavior or just raise revenue?

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  Taxation of Real Estate

  By Tax Facts Online  |  March 4, 2013

  Real estate may be used to shelter income and may offer certain tax benefits. However, the type of real estate investment may result in different tax treatment. Learn how to use these investments to help your clients.

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  New Hire Roundup: Caiazzo Chairs SIFMA’s Clearing Firms Committee

  By Marlene Y. Satter, AdvisorOne  |  January 23, 2013

  Christian Sulger-Büel became managing director of FOX International, and Bill Mitchell was named senior portfolio manager at WHM Capital Advisors.

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  SEC Enforcement Roundup: Former Morgan Stanley Exec Charged; Mother-Daughter Scam

  By Marlene Y. Satter, AdvisorOne  |  May 4, 2012

  Recent enforcement actions by the SEC include charges against a former Morgan Stanley executive for violation of the Foreign Corrupt Practices Act and a mother and daughter and their attorney in a penny stock scheme.

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  Risk on the Rise: Yield Chasers Rush Into Alternatives

  By Joyce Hanson, AdvisorOne  |  February 16, 2012

  Correlation, coupled with the U.S. bond market’s zero-yield environment, has driven advisors into riskier alternative investing.

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  New Hire Roundup: Dowling & Yahnke Advance 4; Key Private Bank Launches Delaware Trust

  By Marlene Y. Satter, AdvisorOne  |  February 15, 2012

  Among the hiring action this week: Dowling & Yahnke announced four promotions; Key Private Bank launched a Delaware trust company; Patrick Goshtigian joined EP Wealth Advisors; Jane Bachmann and Eugene Miller went to Citi Private Bank.

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  Making the Case for Equity REITs

  By Philip Martin  |  July 28, 2011

  We believe equity REITs should be part of a long-term investment strategy based on diversification, yield, inflation protection, improving fundamentals and strong corporate governance.