Tag Archives: Taxing Wealth Series

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Cumberland Advisors Market Commentary – Taxing Wealth Series

Author: Cumberland Advisors, Post Date: October 27, 2019
Market Commentary - Cumberland Advisors - Wealth Taxation Series

Cumberland Advisors has produced a number of market commentaries around the core theme of income, wealth inequality, and wealth taxation. In them you’ll find related data and implications of wealth tax proposals and their probable effect on markets, individuals, entrepreneurs, and businesses. Here are links to those recent writings in what forms a series of […]

Cumberland Advisors Market Commentary – The Kiplinger Tax Map: Guide to State Income Taxes, State Sales Taxes, Gas Taxes, Sin Taxes

Author: David R. Kotok, Post Date: October 25, 2019
Market Commentary - Cumberland Advisors - The Kiplinger Tax Map

We’re again returning to the complex subject of wealth taxation. Why? A number of readers have asked us for further details about it. For example: isn’t real estate taxation a form of a wealth tax? And if the tax on your house is limited in deductions because of SALT, isn’t that a federal form of […]

Taxing Wealth Instead of Income, Part 2

Author: Robert Eisenbeis, Ph.D., Post Date: October 15, 2019
Cumberland Advisors' Robert "Bob" Eisenbeis, Ph.D.

As a follow-up to David Kotok’s piece last week on taxing wealth (https://www.cumber.com/cumberland-advisors-market-commentary-wealth-tax/), it may be useful to remind readers what the potential incentive effects might be when it comes to the implications of wealth tax proposals to tax wealth may have on entrepreneurs and business structures. Proponents of a wealth tax are motivated by […]

Cumberland Advisors Market Commentary – Wealth Tax

Author: David R. Kotok, Post Date: October 9, 2019
Wealth Tax

Democratic presidential candidates Castro, Sanders, and Warren have explicitly sponsored wealth taxation. Readers may view the candidates’ proposals at their campaign websites: Castro: https://issues.juliancastro.com/working-families-first/ Sanders: https://berniesanders.com/issues/tax-extreme-wealth/ Warren: https://elizabethwarren.com/plans/ultra-millionaire-tax A New York Times article published last week considers the economic implications of both Sanders’ and Warren’s proposals: “Democrats’ Plans to Tax Wealth Would Reshape the U.S. […]

Taxing Wealth Instead of Income?

Author: Robert Eisenbeis, Ph.D., Post Date: February 13, 2019
Cumberland Advisors' Robert "Bob" Eisenbeis, Ph.D.

With the desire to finance both an increasing deficit and an increase in government services, politicians are searching far and wide for funds. Increasingly, proposals are surfacing to tax wealth rather than income as the means to fund pet projects. The proposals attract followers since unequal distribution of wealth is viewed as a problem that […]