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Liquidating crypto brings certain challenges, from complicating the underwriting process to possibly triggering significant (and often unexpected) tax gains.
April 6Tax & Accounting Professionals business of Thomson Reuters -
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.
March 29 -
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.
March 28 -
The request will show a $1 trillion reduction in deficit spending over the coming decade, generated in part by a new tax targeting billionaires.
March 28 -
The $2.6 billion Miami firm is the largest independent advisor yet to take advantage of the U.S. territory’s incentives.
March 27 -
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.
March 15 -
It's counterintuitive, but basic short selling can boost the after-tax return on an entire retirement portfolio.
February 22 -
The “resident investor” incentive lures wealthy individuals with the promise of legally skirting U.S. income tax.
January 20 -
The ability to deduct the full value of the stock and avoid capital gains taxes is lesser-known by rich investors and many advisors.
December 21 -
Democrats’ tax bill would slash in half the tax benefits of founder stock, but a potential workaround exists.
December 7