By: Amanda Wilson Yesterday, Senators Franken, Warren, Baldwin and Whitehouse sent Treasury Secretary Lew a letter regarding management fee waiver arrangements. What is a management fee waiver arrangement? It is where a fund manager waives its...

By: Amanda Wilson Following up on my post from last week, presidential candidate Hillary Clinton has now provided more specific information on her proposed capital gains rates hike. For high income filers (couples making at least $465,000 a year),...

By: Amanda Wilson Hillary Clinton is expected to propose later this week a revamping of capital gains rates. While the specifics are not yet released, Clinton's proposal is expected to increase the current maximum capital gains rate for investments...

By: Amanda Wilson In order to qualify for the tax advantages available for real estate investment trusts ("REITs"), the majority of a REIT's assets must qualify as "real property". As the areas that REITs are investing in continue to grow, we are...