Archive - August 2012
Summer Recap: A Few Notable Investment Fund Tax Related Developments August 27, 2012
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...