High Net Worth Tax Strategy

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  1. Top 8 Estate Planning Mistakes

    Proper planning will help ensure that your wishes are honored and your heirs are well cared for.
  2. If You Win $1 Million, Can You Minimize the Taxes?

    If you won $1 million, would it make sense tax-wise to take a lump sum or a 20-year pay out?
  3. Robo Tax Loss Harvesting

    The automated selling of securities in a portfolio to deliberately incur losses in order to offset any capital gains or taxable ...
  4. For Wealthy People, Trump's Presidency is Gonna Be 'YUGE'

    Donald Trump's tax plan likely means big tax cuts for the wealthiest Americans.
  5. How Income Taxes Could Change Under President Trump

    Different tax benefits for families, changes in tax brackets and what could happen to mortgage interest deductions with President ...
  6. Clinton Wants 65% Top Estate Tax Rate, Trump Wants Repeal

    Clinton has adopted an estate tax rise advocated by Bernie Sanders. Trump promises to eliminate the "death tax," though exactly ...
  7. Who Else Doesn't Pay Taxes?

    Donald Trump may be the most flamboyant example, but so many affluent Americans don't pay taxes that the IRS even has a nickname ...
  8. Tale of Two Charities: Trump's Helps Trump, the Clintons' Is the Real Deal

    The Clintons have been quite literally a thousand times more charitable than The Donald. And now the Trump Foundation is ...
  9. Art of the 'Steal': How Trump Lost $916M and Avoided Tax

    This is how Donald Trump’s accountants most likely used the tax code to avoid paying income tax for almost two decades.
  10. Good News! Americans Are Earning More

    After years in the doldrums, incomes are up – and not just for the 1%. Here's who's benefiting.
  11. Irish Government Supports Apple Amid EU Tax Probe (AAPL)

    Irish government said it will launch an appeal on Apple's behalf against the European Commission's ruling that Apple owes ...
  12. A Fake Tax That Doubles Oil Pipeline Profits

    The cosy regulatory relationship that keeps Americans paying taxes for the oil pipeline industry.
  13. Can You Find Non-Callable Bonds?

    Low interest rates have led to nearly $250 billion in bonds being called in, leaving investors in the lurch. How to find ...
  14. How ING Trusts Have Surprising Tax Advantages

    Learn how ING trusts can be used to shield assets from state income taxes and provide additional protection for high-wealth ...
  15. Eight Financial Safeguards If Disaster Strikes

    In an emergency like a fire, hurricane, flood, tornado or earthquake, you may not be able to protect your home. But you can ...
  16. Here’s What to Do with Extra Cash from Your IRA

    Figuring out what to do with extra cash from your IRA can be tricky: One of the most important things to keep in mind is ...
  17. Unrealized Gain

    A profit that exists on paper, resulting from any type of investment. An unrealized gain is a profitable position that has ...
  18. Step-Up In Basis

    The readjustment of the value of an appreciated asset for tax purposes upon inheritance. With a step-up in basis, the value ...
  19. Short Sell Against the Box

    The act of short selling securities that you already own. This results in a neutral position where your gains in a stock ...
  20. What to Do Now That 401(k) Tax Advantages Are Under Attack

    The 2017 proposed budget was just the latest attack on 401(k) tax advantages for accounts with big balances. Here are smart ...
  21. Wealth Creation: 5 Best Places for the Long Term

    If you want to build sustainable wealth, where you choose to hang your hat can have a significant impact on your success. ...
  22. 5 Secrets You Didn't Know About A 529 Plan

    When starting a 529 plan for your child's college fund, keep these details in mind.
  23. How do I calculate my gains and/or losses when I sell a stock?

    To begin, you need to know your cost basis, or the price you paid for the stock. If you did not record this information, ...
  24. Why Estate Planning Is Easier Than You Think

    When done properly, estate planning ensures that your beneficiaries receive your assets in a way that is controlled by you. ...
  25. Mistakes to Avoid When You Own Life Insurance

    How to avoid some common mistakes that can cause tax and inheritance problems when you own life insurance.
  26. Is Captive Insurance a Legitimate Tax Shelter?

    Captive insurance companies are legitimate tax structures, but pose risks as tax shelters. Still, they can have financial ...
  27. What are unrealized gains and losses?

    An unrealized loss occurs when a stock decreases after an investor buys it, but he or she has yet to sell it. If a large ...
  28. How Serial Entrepreneurs Are Reshaping Wealth Creation

    Investing wisely is one way to build wealth, but serial entrepreneurs are rethinking the way they build their portfolios. ...
  29. The Tax Speech That Could Elect President Donald J. Trump

    Trump hasn’t disclosed his taxes. He hasn’t even paid them, as best we know. Here’s how he could make political lemonade ...
  30. Types of Income the IRS Can’t Touch

    That's right, 17. Uncle Sam can't get his hands on your money if it's in one of these very specific income categories.
  31. Estate Planning: Which Assets Are Best to Leave Your Family

    When it comes to estate planning, there are three main factors that come into play for distributing assets: liquidity, sentiment ...
  32. Retirement Taxes: 5 Ways to Save Money

    Living on a fixed income during retirement can be difficult if your taxes are high. These five ideas can help you manage ...
  33. Disposable Income

    The amount of money that households have available for spending and saving after income taxes have been accounted for. Disposable ...
  34. Realized Gain

    A gain resulting from selling an asset at a price higher than the original purchase price. Realized gain occurs when an asset ...
  35. Unrecaptured Section 1250 Gain

    A type of depreciation-recapture income that is realized on the sale of depreciable real estate. Unrecaptured Section 125 ...
  36. The Rise and Fall of Millionaires Gone Bankrupt (SHOO)

    Discover how a person can make millions of dollars and through bad financial decisions, stock losses and other mishaps end ...
  37. Why is Jersey considered a tax haven? (C, CS)

    Learn about the tax haven status of Jersey, an autonomous nation located in the Channel Islands that is subject to the British ...
  38. Should a Family Trust Account Be Part of Retirement Planning?

    Many people think family trusts are only for the very wealthy, but if your retirement assets exceed $500,000, you may want ...
  39. Save $1,000 a Month with Your 401(k)

    Did you know that saving $1,000 per month in your 401(k) will actually cost you only $700? Here's how it works.
  40. Total Return

    When measuring performance, the actual rate of return of an investment or a pool of investments over a given evaluation period. ...
  41. Exemption

    A deduction allowed by law to reduce the amount of income that would otherwise be taxed. An exemption is based on a status ...
  42. Who's Getting Richer? Hardly Anyone

    Federal 'economic gains' mask the truth: Most Americans are doing worse, with average incomes in 2014 smaller than in 20 ...
  43. Why is Ireland sometimes referred to as a tax haven?

    Learn why Ireland is a desirable location for corporations, how low the country's tax rate is and what taxation and economic ...
  44. Why High Net Worth Women Need a Wealth Manager

    Hiring a wealth manager is something any high net worth individual should consider, but it's particularly important for affluent ...
  45. 8 IRS Red Flags for Private Family Foundations

    IRS rules are extremely complex and can prohibit acts that seem – or even are – totally fair and even commonsensical. Here's ...
  46. What Are Unrealized Gains And Losses?

    Gains or losses become “realized” when the stock is sold.
  47. Philanthropy

    Charitable giving to human causes on a large scale. Philanthropy must be more than just a charitable donation; it is an effort ...
  48. Assets the Ultra-Rich Use for Reducing (or Avoiding) Taxes

    Paintings, oil wells and yachts can get great tax write-offs for their wealthy owners. All it takes is some smart gaming ...
  49. Panama Papers: What Advisors Need to Know

    Here is how clients may be impacted by some of the issues brought to light by the Panama Papers.
  50. Donald Trump’s Right That the Game Is Rigged – for Him to Make Money by Running

    Here’s how The Donald games election law to spin glitz into cash.
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Hot Definitions
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