Internal Revenue Service
also referred to as: irs
4 statements across 4 episodes · 2 bullish · 0 bearish · 4 people on the record · first statement Aug 28, 2017 by Dan Egan · said 22 times in 13 episodes since 2017 · across every show →
Mentions by year
brought up most by Gregg Lemkau (4), Roz Hewsenian (3), Manny Friedman (3), Andy Lee (3), Anthony Scaramucci (2), Steve Kuhn (1), Michael Cembalest (1), Joshua Fenton (1)
tap a year for its mentions
2024 1 mention in 1 episode
2023 9 mentions in 3 episodes 3 per episode
2022 1 mention in 1 episode
2021 2 mentions in 2 episodes 1 per episode
2019 3 mentions in 2 episodes 2 per episode
2018 5 mentions in 3 episodes 2 per episode
2017 1 mention in 1 episode
Everything said about Internal Revenue Service, oldest first
Aug 28, 2017 positive
Egan: Tax loss harvesting acts as structural arbitrage on tax rates
“So generally speaking, you are using investment losses to offset ordinary income. Ordinary income is your highest marginal tax rate. You embed a tax gain in the portfolio that you then pay off generally 20 or 30 years in the future, and that's going to be the …”
Aug 6, 2018 neutral
Mar 30, 2023 positive
Regulatory tax changes would harm major asset classes before impacting TRAs
“All we are is a factoring items that have existed in tax code for almost a hundred years and are protected by lobbies, including the real estate lobby. We fundamentally follow the same principles that many of these that have been well Honed in tax code, and so…”
Aug 19, 2024 neutral
Fenton: Helmsley Targets Five Percent Plus Inflation Return to Maintain Perpetuity
“Because as a foundation, our goal is to last into perpetuity. We have to pay out five percent. That's the IRS mandated payout. So our long-term performance objective is five percent plus inflation. Obviously, inflation had been a hot topic. Our baseline for th…”