Tag: IRS

Regulation November 22, 2019

Here’s How to Boost Tax Collection, Says Larry Summers

Increase IRS audits, which are shrinking. This would help narrow the budget deficit, ex-Treasury secretary contends.

Regulation July 15, 2019

IRS Issues Endowment Tax Regulations

Higher education foundations finally get guidance on 2017 excise tax.

Regulation April 10, 2019

Senators Grill the Feds After Allowing Retirees to Receive Lump-Sum Benefits

Retirees sometimes left devoid of important information in buyout decision–making process, lawmakers argue.

Regulation July 2, 2018

IRS Proposes Regulations to Soften Endowment Tax Hit

Clarification of 1.4% excise tax could reduce amount paid by universities.

Newsmakers July 2, 2018

Ohio CEO Convicted of 401(k) Fraud

Attevo Inc.’s Charles Snyder allegedly used funds to support ‘lavish lifestyle.’

Newsmakers October 23, 2017

IRS Raises Pension Contribution Limits

Changes include increased contribution limits for 401(k), 403(b), and most 457 plans.

Risk June 14, 2017

IRS’ Delay in Implementing Mortality Tables Affects Pension Decisions

Move means plan contributions, PBGC premiums may rise.

Industry White Papers

The Power of Portfolio Flexibility Many investment managers apply strict portfolio constraints under the guise of risk management best practices. This paper examines the costs of those investment constraints and how an unconstrained investment approach can be key in generating long-term excess returns.

Quantitative Science—Actively Adding To Fixed Income Decisions Quantitative vs. active debate? This issue of Franklin Templeton Fixed Income Markets explains how our “active quant” approach sets us apart.

The Case for Greater China Exposure in Global Equity Portfolios Discover what makes China a compelling, stand-alone investment opportunity.

The China Position Gauging institutional investor confidence in their strategy for entering this growing market

Four strategies for investing in emerging markets Ways to manage your EM allocation, an out of favor, but still appealing asset class.

Brexit Implementation Guide How should investors consider positioning their portfolios?