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Key legislators are at odds over how high to increase levies on investment gains.
September 1 -
When notices arrive late; deferred FICA minefield; two decades a-wandering; and other highlights from our favorite tax bloggers.
August 31 -
Will the giant tax incentive thrive as a tool to defer, minimize and eliminate capital gains tax?
August 31 -
A Treasury Department spokesperson gave an answer that provides clarity for advisors with affluent clients.
August 25 -
The $1 million threshold at which the 23.8% capital gains rate would nearly double has sparked questions — and a strategy for some well-paid professionals.
August 24 -
Clients can begin planning now for potentially higher tax rates.
August 13Corvee -
Most advisors don’t know about the tax benefit for qualified small business stock, which can put millions of dollars tax-free into an entrepreneur-client’s bank account.
August 9 -
Wyden’s proposed legislation would require them to pay tax annually on unrealized gains.
August 6 -
OZ funds can make a good investment better, but they can’t make a bad investment a good one.
July 27 -
Securities-based lending is up sharply as wealthy investors leverage gains in their stock portfolios into low-interest loans for pricey purchases.
July 20