Latest
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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.
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How to Use Your Estate Plan to Save Tax Now: A Timely Update
Consider an upstream basis trust and a general power of appointment for an older family member to reduce capital gains taxes on highly appreciated assets.
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The Net Investment Income Tax is Broader Than You Think: The Tax Letter
The Tax Letter The 3.8% net investment income tax, which is added to the regular income tax, covers more than you might think.
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Is a Controversial Capital Gains Tax Headed for Repeal?
Capital Gains After generating close to $900 million in revenue in its first year, Washington's capital gains tax could end up on the November 2024 ballot.
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Seven Tips These Experts Recommend if You Fear Capital Gains Taxes
Don’t let the fear of taxes prevent you from becoming an investor.
