Monthly Archives: March 2004

California tax amnesty coming? Change the FTB's collection patterns, too!

Logic 101: California needs money. Amnesties bring in money. Therefore we will see a tax amnesty in California. True or false? And will it work?

Tax-deferred exchange perils: the unscrupulous intermediary

An exchange intermediary gambled away $9M of his customers’ money in the options markets. Moral of the story: pick big, stable, reputable intermediaries when you do a trade.

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