Tax Facts on Investments

Organized in a convenient Q&A format to speed you to the information you need, 2013 Tax Facts on Investments delivers the latest guidance on:

• Mutual Funds, Unit Trusts, REITs
• Incentive Stock Options
• Options & Futures
• Real Estate
• Stocks, Bonds
• Oil & Gas
• Precious Metals & Collectibles
• And much more!

Key updates for 2013:

• New section on captive insurance
• New section on reverse mortgages
• Expanded section on ETFs
• Expanded section on precious metals & collectibles
• More than 30 new Planning Points, written by practitioners for practitioners, in the following areas:
• Real Estate
• Limited Partnerships
• Stocks
• Interest and Expenses
• Options
• Mutual Funds