Taxation of Investment Derivatives

The taxation of equity derivatives and structured products is analyzed in detail by Tony Rumble and his contributors, Mohammed Amin and Ed Kleinbard. The book c

The exploding use of derivatives in the last two decades has created a major challenge for tax authorities, who had to develop appropriate derivatives taxation

The Use of Derivatives in Tax Planning provides insightful and in-depth coverage of timely issues including: tax treatments of notional principal contracts, tax

This article presents an investment strategy that combines over-the-counter (OTC) derivatives securities with a partnership exchange fund. The objective of the

Derivatives and credit derivatives have emerged as significant areas of interest in portfolio planning and risk management. In this book, Mark Anson examines th

It is well-known that derivatives can be structured to replicate the underlying security and therefore can be used to create an index fund. This paper shows tha