Tag Archives: Separately

No requirement to separately analyze adviser's sub-administrator fees

By Rodney F. Tonkovic, J.D. In a nonprecedential opinion, a Third Circuit panel concluded that a district court properly found that an investment adviser’s fees were not excessive in relation to the services provided. Taken as a whole, the fees … Continue reading

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Shareholder Cannot Make S Corp. Separately Stated Item Election

S corporation’s account for separately stated items that flow through to the shareholder’s tax returns. They are computed on page 3 of the Form 1120S and then listed separately on the Schedule K-1. The idea for breaking these items out … Continue reading

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Transfer of Husband's Separately Owned Stock Transformed It into Marital Property

In our previous post, we discussed some of the details involved in Orloff v. Orloff, a divorce case that recently came out of the Pinellas County, Florida, Court of Appeals. Louis Orloff, president, CEO, and sole stockholder of Matrix Group … Continue reading

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