Capital gains taxes

State tax rates on capital gains vary across the country.

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.

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.

Avoidance above all; conferences to attend; creeping brackets; and other highlights from our favorite tax bloggers.

Investors have a wealth of options for putting their capital gains to work through this program.

Money manager Brian Heywood has already spent nearly $7 million of his own money to get six ballot initiatives in front of Washington State voters this November, half of them tied directly to taxes.

New year, new priorities; advisory service roadblocks; GM sues Frisco; and other highlights from our favorite tax bloggers.

More art than science, financial advisors can face difficulty in determining what constitutes a "substantially identical" security.

While a securities-based loan is more commonly used to buy a fancy house or take a dream vacation, it's also an underused strategy for some affluent investors to pay large tax bills.

Million-dollar baseballs are raining down on fans like pennies from heaven, and the taxman isn't far behind.

Yvon Chouinard described his decision to give away the outdoor apparel-maker as his last-ditch effort to do all he could to protect the planet, but the deal is structured in ways that bring his family tax perks.

Liquidating crypto brings certain challenges, from complicating the underwriting process to possibly triggering significant (and often unexpected) tax gains.

President Joe Biden’s plan to tax unrealized capital gains ran into opposition from key Democratic Senator Joe Manchin, likely dooming it just hours after it was sent to Congress.

The budget calls for a minimum 20% tax rate that would hit both the income and unrealized capital gains of households worth more than $100 million.

The request will show a $1 trillion reduction in deficit spending over the coming decade, generated in part by a new tax targeting billionaires.

The $2.6 billion Miami firm is the largest independent advisor yet to take advantage of the U.S. territory’s incentives.

The bull market has made many wealthy clients overweight in single stocks. Here’s what they can do to diversify their retirement nest eggs and cut taxes.

It's counterintuitive, but basic short selling can boost the after-tax return on an entire retirement portfolio.

The “resident investor” incentive lures wealthy individuals with the promise of legally skirting U.S. income tax.

The ability to deduct the full value of the stock and avoid capital gains taxes is lesser-known by rich investors and many advisors.