In Whom the Rich Invests


Source: Tax Planning and the Affluent Investor and 2004 Affluent Investor,
surveys of more than 500 affluent households with $500,000
or more in investable assets, Spectrem Group, Chicago, www.spectrem.com , 2005.

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Maximizing the higher education tax credits

A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.

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Solving the lease accounting challenge

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