Top tax exempt mutual funds

    • [DOC File]Chapter 1 – Overview of Investment Banking

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      Unlike most mutual funds, why are hedge funds able to charge performance fees on top of management fees? Describe side pockets. ... Based on the current regulatory environment, even if a U.S. hedge fund is exempt from registration under the 1940 Act, …

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    • [DOC File]REQUEST FOR PROPOSAL

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      Provide the following information: Specific (proper) name of organization Company’s address Specific (proper) name of product Inception date of product Suggested benchmark Proposed vehicle type (i.e., separate account, retail mutual fund, institutional mutual fund, commingled trust) Are you a manager-of-managers provider?

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    • [DOC File]Exchange Traded Funds (ETFs) and Exchange Traded Notes …

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      5. Many ETFs, due to their essentially passive investment management and their clearance and settlement through DTC, have low expense ratios and transfer agency costs and achieve certain tax efficiencies as compared to traditional mutual funds. B. Basic Structures and Classifications of ETFs. 1. ETFs Registered under the 1940 Act vs. Commodity ...

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    • [DOCX File]STATE OF INDIANA

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      The State will furnish a tax exempt certificate, if requested by the Contractor. ... Any company that is in the top 500 companies (adjusted) for one of the following categories: number of employees (DWD), unemployment taxes (DWD), payroll withholding taxes (DOR), or Corporate Income Taxes (DOR), qualifies as an Indiana business under category 5 ...

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    • [DOC File]Effects of Capital Gains Tax:

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      Another important factor is that capital gains taxes only affect income that is reported on personal tax returns, i.e., capital gains from the selling of shares held directly by individuals or flow-through entities, such as mutual funds, partnerships, trusts, S corporations, or limited liability corporations that pass dividend income to ...

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    • [DOC File]CRANE DATA LLC

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      First Product from New Mutual Fund Information Provider WeSTBORO, MASS., MAY 17, 2006 -- Peter G. Crane, founder and president of Crane Data LLC, today announced the launch of Money Fund Intelligence™, an 8-page monthly PDF publication that will initially cover the 200 largest money market funds (those with assets over $2 billion ...

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    • [DOC File]NOTES ON DEBT MANAGEMENT

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      Debt Issuance Checklist (10 considerations for issuing tax exempt bonds) ... This is accomplished by placing “in-state” order at the top of the priority list. Placing as many bonds as possible w/ in-state investors can lower borrowing costs. ... retail proxies – mutual funds - …

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    • [DOC File]Chapter 1

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      The exclusion ratio enables the individual to recover his or her own after-tax contributions tax free and to pay tax only on the remaining portion of benefits which represents income. I.R.C. § 404 (2006); Jonathan Barry Forman, The Tax Treatment of Public and Private Pension Plans Around the World, 14 Am. J. of Tax Pol’y 299 (1997).

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    • [DOC File]Chapter 2

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      Full advantage shall be taken of the tax exempt status of the church. Funds shall be invested in issues generally of larger corporations, highest rated quality commercial paper, corporate bonds and government obligations and good quality common and preferred stock.

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    • [DOC File]Law Outlines - Federal Income Tax (Klein, 13th Ed) - Prof ...

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      Tax-Exempt Interest and Tax Expenditures. Tax-exempt interest. § 103(a)—Tax Exempt Interest: Exempts from taxation the interest of certain state, municipal and other such bonds. Private activity bonds are not exempted. The Problem of Arbitrage. Assume taxpayer subject to marginal rate of 35%. She knows she can go into the market and buy tax ...

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    • [DOC File]Chapters 1&2 - Investments, Investment Markets, and ...

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      Mutual funds. Mutual funds are common names for open-end investment companies. More than 90% of mutual funds are open-end funds. Capital gains vs. current income. Investment policy: each fund has its policy contained in the fund’s prospectus. Money market funds: …

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    • [DOC File]Annual Electronic Filing Requirement for Small Exempt ...

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      Small tax-exempt organizations whose annual gross receipts are normally $25,000 or less ($50,000 for tax years ending on or after December 31, 2010) may be required to electronically submit Form 990-N, also known as the e-Postcard, unless they choose to file a complete Form 990 or Form 990-EZ.

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    • [DOC File]FDM 450 Examples

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      Mutual Funds An entity which is registered as a management company under the Investment Company Act of 1940, as amended (15 U.S.C. 80a-1 et seq.). Includes open-end and closed-end mutual funds and registered money market funds. Filer reports money market or mutual funds if …

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    • NEAMB

      Mutual funds are required to pay out to their shareholders any gains realized from the sale of stocks or bonds during the year. If you own the fund in a taxable account, you must pay taxes on these distributions when you file your tax return, even if you reinvest them.

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