Archive - August 2012
Summer Recap: A Few Notable Investment Fund Tax Related Developments
I haven’t posted too much as of late due to vacation, spending more time with the family, and a somewhat busier summer season as far as investment fund deals go. To catch up, I will recap below a few fund related tax developments that I thought were notable in the last several months.Form 8938 Q&AIRS updated the Q&A that it initially posted in February 2012 regarding Form 8938. I have discussed on this blog that the form will be applicable to US investors in foreign funds considering that it captures holdings in stocks, securities and partnership interest in foreign...
August 27, 2012 read more