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Investors who have taken advantage of opportunity zones may be facing hefty tax bills on their long-deferred capital gains unless they do some careful planning.
September 3 -
The difference between bleeding a third of gains to taxes and being able to keep compounding isn't luck or a secret loophole. It's structure.
August 31
GVA Real Estate Group -
The deferral clock runs from the date the gain occurred. Clients sitting on capital gains from this year's liquidity events need a plan this quarter.
August 27
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The White House is considering throwing its weight behind a push to increase a capital gains tax exemption for primary home sales.
August 13 -
President Trump is looking for new policy pledges he can present to voters, including potentially calling on Congress to cut capital gains taxes.
August 12 -
If you have high-net-worth clients with capital gains, retire the old playbook for qualified opportunity zones. The program is now a recurring planning regime.
July 9
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Indexing capital gains to inflation would allow taxpayers to adjust the value of an asset to account for rising prices across the economy.
April 29 -
Tax returns released by his campaign show he made over $4.2 million in capital gains and took a $4.8 million deduction, paying taxes on $5.9 million in income.
October 17 -
President Donald Trump said he is considering a proposal to end capital gains taxes on home sales in a bid to boost the housing market.
July 22 -
Asset managers are building products that give investors more control over when — and whether — they owe taxes.
July 7 -
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To get the capital gains break, the Commerce secretary must invest the proceeds of the sales in Treasury bonds or diversified exchange-traded or mutual funds.
April 29 -
Harris' campaign also declined to say if she supports the specifics of the minimum tax on billionaires included in Biden's annual budget request.
October 24 -
Without an income tax, Washington has one of the most regressive tax systems in the U.S.
October 1 -
Financial advisors can delight their newest customers by steering them away from the typical traps, deploying new strategies and using technology, experts said.
September 26 -
The OZ program allows investors to defer capital gains from sales of appreciated real estate, stocks, businesses, personal residences, collectibles and even crypto through 2026.
September 11Holthouse Carlin & Van Trigt LLP -
Vice President Kamala Harris is planning to pare back the 39.6% capital gains tax increase proposed by President Joe Biden, according to a campaign official.
September 4 -
State tax rates on capital gains vary across the country.
June 4 -
President Joe Biden's budget proposal — which calls for sweeping tax increases on corporations and the wealthy — is the opening round of a looming tax fight.
March 11 -
Leaving Washington state, which in 2022 introduced a 7% tax on capital gains, could have saved Bezos $288 million in taxes after he unloaded $4 billion of Amazon.com stock in the past week.
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