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Capital Perspectives May 2020

Tony Roth |
Investment Management

In the May issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he discusses how this recession is unlike previous market dislocations and despite having a simple trigger, the impacts and investment implications are harder to gauge.


Municipal Fixed Income Quarterly Market Commentary 1Q 2020

Karleen Strayer |
Investment Management

In the 1Q 2020 issue of our quarterly publication, we:Discuss how IG muni credits are expected to weather the current market dislocation.Present views on the support of the CARES Act.Offer views on the spate of expected downgrades in the U.S. financials sector. In the first quarter of 2020, the municipal market experienced a decade of turbulence.


IRS Regulations for Reverse Exchanges Under Section 1031

David M. Gorenberg, CES® |
Corporate & Institutional
Real estate investment trusts REITs. Shopping cart and model of house.

Taxpayers often look for opportunities to sell a property they are no longer interested in and purchasing a new property. Many will take advantage of a §1031 tax-deferred real estate exchange.However, according to the Internal Revenue Service Revenue Procedure 2000‑37, taxpayers can also consider a reverse exchange.