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Investors have a wealth of options for putting their capital gains to work through this program.
January 25OZPros -
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.
January 23 -
New year, new priorities; advisory service roadblocks; GM sues Frisco; and other highlights from our favorite tax bloggers.
January 9 -
More art than science, financial advisors can face difficulty in determining what constitutes a "substantially identical" security.
May 30 -
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.
April 16 -
Million-dollar baseballs are raining down on fans like pennies from heaven, and the taxman isn't far behind.
October 6 -
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.
September 16 -
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