JONATHAN F WEED
Accountancy in Stoughton, MA
License number
Massachusetts 8430
Issued Date
Jul 1, 1984
Expiration Date
Jun 30, 2014
Type
Certified Public Accountant
Address
Address
Stoughton, MA 02072
Professional information
Planning Withdrawals From Financial Accounts
US Patent:
7630929, Dec 8, 2009
Filed:
Oct 22, 2004
Appl. No.:
10/971888
Inventors:
Stephen D. Fisher - Belmont MA, US
Jonathan F. Weed - Stoughton MA, US
Viswanathan Venugopala - Westford MA, US
Jonathan F. Weed - Stoughton MA, US
Viswanathan Venugopala - Westford MA, US
Assignee:
FMR Corp. - Boston MA
International Classification:
G06Q 40/00
US Classification:
705 36, 705 37
Abstract:
A method for selecting among taxable accounts, non-deductible tax-deferred accounts, deductible tax-deferred accounts, and tax-exempt accounts from which to withdraw funds to minimize tax consequences prioritizes withdrawal from taxable accounts and non-deductible tax-deferred accounts over withdrawal from deductible tax-deferred accounts and tax-exempt accounts. The method also prioritizes between taxable accounts and non-deductible tax-deferred accounts by comparing (i) a future after-tax liquidation value of assets held in taxable and non-deductible tax-deferred accounts assuming withdrawals are made from the taxable accounts prior to a withdrawal from the non-deductible tax-deferred accounts and (ii) a future after-tax liquidation value of assets held in taxable and non-deductible tax-deferred accounts assuming withdrawals are made from the non-deductible tax-deferred accounts prior to a withdrawal from the taxable accounts.
Tax Efficient Multi-Manager Equity Separately Managed Account
US Patent:
2013028, Oct 24, 2013
Filed:
Apr 20, 2012
Appl. No.:
13/451891
Inventors:
James Stuart Cracraft - Wellesley MA, US
Martin H. Shore - Brookline MA, US
Jonathan Farrington Weed - Stoughton MA, US
Philip Kilborn Thayer - Belmont MA, US
Martin H. Shore - Brookline MA, US
Jonathan Farrington Weed - Stoughton MA, US
Philip Kilborn Thayer - Belmont MA, US
International Classification:
G06Q 40/06
US Classification:
705 36 T, 705 36 R
Abstract:
A plurality of model portfolios is received. Each model portfolio is from a respective manager and includes a listing of securities and a respective weight for each security. The plurality of model portfolios is blended to form a blended manager model including a blended listing of securities and a respective blended weight for each security. A separately managed account is constructed by purchasing or trading securities to track at least one characteristic of the blended manager model.