Capital gains taxes

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.

Democrats’ tax bill would slash in half the tax benefits of founder stock, but a potential workaround exists.

Many proposals for tax hikes on the wealthy haven't materialized, leaving investors with trusts, gifts or sales that might now seem hasty — or not.

The Internal Revenue Service provided detailed reporting directions Wednesday for certain passthrough entities and taxpayers reporting partnership interests held in connection with the performance of services, often referred to as “carried interest.”

The latest proposal underscores a fierce fight in Congress over ways to pay for Biden's slimmer social-spending agenda.