Alternative investments

The Trump megalaw's expansion of opportunity zone credits and other investment approaches comes with caveats based on timing and taxes.

The investment strategy may generate much greater loss harvesting than direct indexing, but backers point out that they work much differently.

Financial planners who take their customers through a difficult calculation can add a lot of value that may sometimes get overlooked in the profession, one expert said.

Commissioner roulette; tax crimes and green cards; the trap of major projects; and other highlights from our favorite tax bloggers.

The founder of Tulsa Innovation Labs is calling for changes to draw more investments from civic-minded financial advisors and clients in their local communities.

A diverse range of financial investments and assets adds another layer of complexity for accountants working with family offices.

Wealthy clients and other accredited investors should consider drilling deductions, opportunity zones and 1031 exchanges in 2025, an expert says.

These strategies are more than just smart tax moves; they're powerful tools for reshaping financial outcomes.

The Supreme Court decision in Loper Bright has broad implications for the tax regulations written and administered by the Treasury and the IRS as well as the agencies tasked with the regulation of the alternatives industry.

John Napolitano of Napier Financial takes a long look at the host of unusual investment opportunities available to your wealthier clients.

The combination of variable prepaid forwards with long and short equity positions outpaces the after-tax returns of a direct indexing strategy, a new study found.

Art carries higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis.

Qualified small business stock carries major potential savings for startup founders and investors, but the benefits come with some important caveats to keep in mind.

Reporting requirements and asset location could loom large for clients seeking greater yield and diversification without thinking through payments to Uncle Sam.

A recent study says there is no longer a typical crypto investor, as there are few characteristics that differ greatly from the general population.

Financial advisors and tax professionals working with entrepreneurs and potential startup investors should consider an often-overlooked exemption, experts say.

The late actor's estate fell short in a five-year quest involving the distribution of a hedge fund position when his financial advisor left UBS for Merrill Lynch.

The Top 25 Firm has expanded its presence in New Jersey after receiving private equity funding.

High-net-worth financial planning clients are looking for more options.

Will the giant tax incentive thrive as a tool to defer, minimize and eliminate capital gains tax?