Latest
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It’s Not Too Late to Defer 2023 Capital Gains Taxes
If you’re sitting on a hefty capital gain, depending on its source, there might still be time for you to defer the taxes through the end of 2026 and perhaps longer.
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How a Two-Year Installment Sale Strategy Can Save on Taxes
When selling property or another substantially appreciated asset, you could spread the taxes over two years to save big bucks. Following the rules is critical, though.
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Worst States for Investors With Long-Term Capital Gains
Capital Gains Tax The worst states for investors have high long-term capital gains tax rates that could eat a chunk of your earnings.
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Can You 1031 Exchange into a REIT?
No, you can't, but two other REIT-like alternatives let you defer capital gains taxes while giving you exposure to institutional-quality real estate assets.
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How To Avoid Capital Gains Taxes
A few small changes in your investing strategy can result in big tax advantages.
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Three Tax-Smart Strategies for Real Estate Investing
Opportunity zones, Delaware statutory trusts and real estate income funds can help investors maximize gains and mitigate taxes.
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Opportunity Zone Investing Still Hot Despite Looming Sunset
Tax incentives and rise of niche fund strategies make the qualified opportunity zone program an attractive way to grow tax-free wealth.
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How Tax-Loss Harvesting Helps to Lower Your Tax Bill
This fairly straightforward tax strategy may help you reduce your capital gains taxes, but beware of triggering the wash sale rule.
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IRS Quietly Changed the Rules on Your Children’s Inheritance
Property, such as your home, held in an irrevocable trust 'that is not included in the taxable estate at death' will no longer receive a step-up in basis. Here’s why the wording of that is key.
