Capital-gains-tax
Latest
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Potential Ripple Effects of Taxing Unrealized Capital Gains
The proposed tax on unrealized gains would be limited to those with a net worth above $100 million, but some see a broad impact on markets and businesses.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®) Published
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Five Ways to Minimize a Higher Capital Gains Tax Rate
With Harris’ proposal to raise the capital gains tax rate (which would require congressional approval), investors might want to consider tax-lowering options.
By Michael Aloi, CFP® Published
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Election Could Reshape Opportunity Zones and 1031 Exchanges
Trump and Harris have divergent approaches to qualified opportunity zones and 1031 exchanges. See how each could fare under their administrations.
By Daniel Goodwin Published
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Capital Gains in Retirement: Managing RMDs, Taxes, Social Security and Medicare
Capital Gains Capital gains tax can significantly impact your funds and financial planning for retirement.
By Kelley R. Taylor Last updated
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Considering a 721 Exchange? Adopt a Buyer Beware Mindset
Having a tax-smart exit strategy for your real estate investment is a great idea, but if a 721 exchange is part of your plan, here's what you need to consider.
By Dwight Kay Published
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Kamala Harris Calls for 28% Capital Gains Tax, Diverging from Higher Biden Rate
Capital Gains Capital gains tax rates are an important issue for some voters in the upcoming November election.
By Kelley R. Taylor Last updated
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Gift and Estate Tax vs Capital Gains Tax: Which Is Less?
Capital gains tax rates might be lower than the gift and estate tax rate, but how you handle your estate and whether you use a trust can make a big difference in taxes owed.
By Rustin Diehl, JD, LLM Published
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1031 Exchanges vs Opportunity Zones: Which Has the Edge?
In the world of tax-advantaged real estate investing in 2024, which of these financial gladiators offers better tax benefits and investment potential?
By Daniel Goodwin Published
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721 Exchange to Defer Taxes: Pros and Cons
721 exchanges, or UPREITs, can be an excellent tax mitigation strategy for real estate investors, though they’re not perfect for everyone.
By Daniel Goodwin Last updated