Massey Quick News Archive
Louise Ramsey Thomas named one of New Jersey's Best 50 Women in Business in NJ Biz magazine
( 02/26/2010 2:40 PM )
Louise Ramsey Thomas named one of New Jersey's Best 50 Women in Business in NJ Biz magazine.
Harvard Seeks Better Investment Opportunities - Stewart R. Massey, The Wall Street Journal
( 02/19/2010 3:46 PM )
"Liquidity pressures are likely to persist at large endowments that for decades kept little to no cash on hand," said Stewart Massey, an endowment consultant at Massey, Quick & Co. "Endowments and foundations are going through a period of restructuring where the foremost thing on their minds will be liquidity, even if that means giving up return and taking in some losses," he says.
Massey Quick Publishes New Investment Strategy Essay
( 02/19/2010 12:52 PM )
February 2010 - Click "Read More" to read our most recent investment strategy essay, The Bridge Between Chaos and Opportunity.
Effective Use of Disclaimers in a Will Provides Flexibility and Tax Savings - Charles E. Falk
( 01/15/2010 12:18 PM )
The inclusion of a “qualified disclaimer” (“QD”) in a will can provide significant flexibility and tax savings. If you have a will, you should consult with your tax or financial advisor as to whether a QD is an appropriate estate planning strategy for you, especially if you are married.
Converting to Roth IRAs - Charles E. Falk, January 2010
( 01/15/2010 11:46 AM )
What We Know and What We Don't. 2010 must be here. I am getting lots of inquiries about converting traditional IRAs to Roth IRAs. The more questions that people ask the more it is apparent that the decision to convert is really a crap shoot.
Are Death Taxes Really Gone? - Charles E. Falk, January 2010
( 01/04/2010 11:02 AM )
The headline said it all:
Lack of Estate Tax in 2010: Now Cheaper to Die? With Taxes Gone, Will Death Be At A Premium?
Is this really true? Not so fast. The old saying that “if something seems too good to be true it probably is” may be at work here. There have been many reports that beginning in 2010 there would be no Federal Estate Tax for one year.
Changing Your Tax Residence - Charles E. Falk
( 12/07/2009 11:50 AM )
Changing your tax residence is not difficult so long as you actually intend to change your tax residence. When am I a tax resident? What is meant by "domicile"? Changing your tax residence requires careful planning and working closely with your tax professionals. There are many implications that go beyond this article. However, changing your tax residence may be an option in your overall tax planning, now, or in the future.
IRA Owner Inadvertently Triggers Income Tax Liability - Charles E. Falk
( 12/03/2009 4:13 PM )
The United States Department of Labor in advisory opinion 2009-03A, dated October 27, 2009, held that where the IRA owner of a self-directed IRA account proposed to give the broker where the IRS account would be held a security interest in non-IRA assets held by the same broker, that such security interest would constitute a “prohibited transaction” under the Internal Revenue Code and subject the IRA owner to an excise tax penalty.
Estate Tax Update - Charles E. Falk, December 2009
( 12/02/2009 4:12 PM )
To no one’s surprise, during the week of November 30th, 2009, the House of Representatives will take up and presumably act quickly to repeal the “no estate tax in 2010” provision of the Bush tax cuts and make permanent the 2009 rates and exemptions.
Investing in Hedge Funds - Stewart R. Massey, Reuters
( 10/22/2009 2:10 PM )
Stewart R. Massey discusses the importance of selecting well-managed hedge funds, similar to the funds that Massey Quick utilizes for their clients' multi-manager portfolios.