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Client Tax Letter



This CPA Client Tax Letter is provided by John F. DeLillo, CPA to its clients through an arrangement with the AICPA, which holds the copyright to the CPA Client Tax Letter and reserves all rights. Permission is required for any further redistribution or reuse of this content. Please direct any such inquiries to copyright@aicpa.org.


Fri, 26 Aug 2016

When Interest Rates Rise, REITs Are Safer Than Bonds

Ever since the Federal Reserve set interest rates near zero, people who used to keep substantial balances in money market and savings accounts have invested in Real Estate Investment Trusts and Bonds instead. Sam Miklosko explains why REITs are safer than Bonds at this point in the economic cycle.

Fri, 26 Aug 2016

3 Ways To Ride The Trends Behind Warren Buffett's $18B Bet On NetJets

Warren Buffett has owned NetJets since 1998, but in 2012 he made an enormous investment so the company could purchase nearly $18B worth of jets. Since NetJets is private, we cannot directly invest in this company. But Todd Hagopian says there are 3 ways we can ride the same trends that Buffett is betting on, with a target return of 50% on each of these investments over the next 2-3 years.

Fri, 26 Aug 2016

9 Reasons Joe 6 Pack Can’t Invest Like Warren Buffett



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