Publication Type:Periodical

Source(s):Bond Buyer. 7/27/2022, Vol. 394 Issue 35750, p5-9. 5p. 1 Chart.

Abstract:$1,675,000 SHENENDEHOWA CENTRAL SCHOOL DISTRICT SARATOGA COUNTY, NEW YORK SCHOOL DISTRICT (SERIAL) BONDS, 2022 NOTICE OF BOND SALE (BOOK-ENTRY-ONLY) (BANK QUALIFIED) SEALED/FACSIMILE PROPOSALS or, at the option of the bidders, proposals delivered via t...

Publication Type:Periodical

Source(s):Bond Buyer. 3/1/2022, Vol. 394 Issue 35668, p13-13. 5p.

Abstract:THE DAILY NEWSPAPER OF PUBLIC FINANCE IPREO www.newissuehome.i-deal.com. [Extracted from the article]

Publication Type:Periodical

Source(s):Bond Buyer. 3/1/2022, Vol. 394 Issue 35668, p7-11. 5p. 2 Charts.

Abstract:ELECTRONIC BIDS: Bidders may submit bids for the purchase of the above bonds as follows: Electronic bids may be submitted to the MAC at munibids@macmi.com; provided that electronic bids must arrive before the time of sale and the bidder bears all risks...

Publication Type:Periodical

Source(s):American Banker Magazine. May2022, Vol. 132 Issue 4, p34-37. 4p. 1 Color Photograph, 1 Graph.

Abstract:In October, The Federal Homes Loan banks' original mission was being a source of low-cpst funding to encourage home lending primarily thought community banks. gl As banks rack up record levels of deposits, the Federal Home Loan banks' core business of ...

Publication Type:Periodical

Source(s):Bond Buyer. 6/29/2022, Vol. 394 Issue 35735, p9-11. 3p. 1 Chart.

Abstract:SHADED LISTINGS ARE NEW.AmountTime ofBank-LatestIssuerStDescription($000s)SaleFinancial AdviserLegal OpinionMaturing Insurer Mdy's S&PFitch KBRA Qual.DetailsWednesday, June 29Pioneer Vly Tran AuthMARev Antic13,20011 am EHilltop SecuritiesLocke Lord23 -...

Publication Type:Periodical

Source(s):Financial Planning. Jun2022, Vol. 52 Issue 5, p36-37. 2p. 1 Color Photograph.

Abstract:Herron, who is both a certified financial planner and an accountant, added that advisors with clients under the IRS micro-Client scope "should be proactive - it's good for the relationship." Likewise, if a client prepared his own return and it covered ...

Publication Type:Periodical

Source(s):Financial Planning. Jun2022, Vol. 52 Issue 5, p34-35. 2p. 1 Color Photograph.

Abstract:Battered stocks fuel "GRAT lifestyle" tax perks The name comes from a 2000 court case in which Wal-Mart heiress Audrey Walton successfully sued the IRS from collecting gift and estate tax on $200 million in two GRATs. Tax and Retirement Many investors ...

Publication Type:Periodical

Source(s):Financial Planning. Sep2021, Vol. 51 Issue 7, p50-52. 3p.

Abstract:Rising Stars Akeiva Ellis, a financial education specialist at Waltham, Massachusetts-based Ballentine Partners, grew up in Brooklyn, a child of immigrants from the Caribbean island of Tobago. At TCI, Styrmoe spearheaded the firm's sustainability initi...

Publication Type:Periodical

Source(s):Financial Planning. Mar2022, Vol. 52 Issue 2, p34-35. 2p. 1 Color Photograph.

Abstract:Investors who give appreciated shares after holding onto them for at least one year don't owe federal capital gains tax, now as high as 23.8%, or any state levies on the profits. Tax and Retirement Affluent investors who are philanthropic-minded have s...

Publication Type:Periodical

Source(s):Bondbuyer.com. 8/3/2022, pN.PAG-N.PAG. 1p.

Abstract:Miller Canfield principals voted to put Jeffrey Aronoff on its leadership board. [ABSTRACT FROM AUTHOR]