Questions from General Investment

Q: What is a tax shelter? What is the tax advantage of

What is a tax shelter? What is the tax advantage of organizing certain business activities as a sole proprietorship or a partnership rather than as a corporation?

Q: What is tax-favored income? Briefly describe the following forms

What is tax-favored income? Briefly describe the following forms of income excluded from taxation. a. Tax-free municipal bond interest b. Treasury and government agency issues c. Sale of a personal re...

Q: Explain conditions that favor the following strategies for deferring tax liabilities to

Explain conditions that favor the following strategies for deferring tax liabilities to the next year. a. A put hedge b. Selling a deep-in-the-money call option When is it best simply to hold the stoc...

Q: Briefly describe each of the following programs for deferring taxes to retirement

Briefly describe each of the following programs for deferring taxes to retirement. a. 401(k) plans b. Keogh plans c. Individual retirement arrangements (IRAs)

Q: Describe and compare the key features of each of the following types

Describe and compare the key features of each of the following types of individual retirement arrangements. a. Traditional deductible IRA b. Roth IRA c. Nondeductible IRA d. SIMPLE IRA

Q: Define and differentiate between real estate and other tangibles. Give examples

Define and differentiate between real estate and other tangibles. Give examples of each of these forms of investment.

Q: What is real estate investment analysis? How does it differ from

What is real estate investment analysis? How does it differ from the concept of market value?

Q: From her Investment Analysis class, Laura has been given an assignment

From her Investment Analysis class, Laura has been given an assignment to evaluate several securities on a risk-return tradeoff basis. The specific securities to be researched are International Busine...

Q: What is leverage, and what role does it play in real

What is leverage, and what role does it play in real estate investment? How does it affect the risk–return values of a real estate investment?

Q: What is net operating income (NOI)? What are after-

What is net operating income (NOI)? What are after-tax cash flows? Why do real estate investors prefer to use ATCFs?