High Net Worth Tax Strategy

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  1. How to Avoid Gift Taxes

    For most, the answer to the question, “How much is the gift tax?” can be “nothing."
  2. How Small Business Owners Can Save More for Retirement

    A retirement planning strategy that can help small business owners keep more of their earnings.
  3. Opinion: In Fact, Taxing the Rich Can Help the Economy

    Real-life lessons from Kansas and California.
  4. How Becoming an LLC Could Save Taxes Under Trump

    If President Trump gets the tax reform bill he wants, LLCs may be able to reduce their taxes – but not in the way you might ...
  5. The Basics of Building a Tax-Efficient Portfolio

    Each income category offers different strategies and vehicles to reduce or defer taxes.
  6. Opinion: Trump's 'Tax Reform' Plan: The Rich Get Richer, You Get Screwed

    For those with money to burn, there will be more of it. For everyone else, not so much.
  7. Can Trump Kill the Alternative Minimum Tax (AMT)?

    Getting rid of the AMT would be great for upper-middle class taxpayers.
  8. 4 Risks of Giving Your House to Your Child

    Your instincts may be generous, but handing over the house may not be the best financial plan for you – or your child.
  9. The Countries with the Highest Income Tax Rates for Singles and Families

    Before you move to one of these countries with the highest income taxes, think through the overall tax situation - and what ...
  10. Why Players Are the Winners in Raiders' Move to Vegas

    Whether you watch professional sports or are a professional athlete, financial planning is the same.
  11. 7 Tips for Tax-Managed Investing

    Use these seven tips to reduce the tax impact on your taxable portfolio.
  12. Tips to Reduce or Avoid Probate on Your Estate

    Avoid or reduce the delays and costs of probate for your estate with these tips.
  13. More People to Pay Off Debt than Spend Tax Refund Cash in 2017

    Financial security weighs heavy as people choose prudence over spending the extra refund cash
  14. Are Your Heirs Stuck with Your Charity Pledges?

    How to avoid a court battle over whether your estate is required to pay the charity pledges you made.
  15. For Wealthy People, Trump's Presidency is Gonna Be 'YUGE'

    Donald Trump's tax plan likely means big tax cuts for the wealthiest Americans.
  16. Why High Income Workers Should Be Maxing Out Their 401(k)s in 2017

    If you're pulling in a bigger salary, there are two important reasons to consider making the most of your 401(k) in the new ...
  17. Roth Feature Boosts Benefits for 401(k) and 403(b) Plans

    Roth accounts tend to beat traditional plans over the long term by providing tax savings at retirement.
  18. Create a Tax-Efficiency Team With Tax Professionals

    When financial advisors collaborate with tax advisors, the end result is efficient tax mitigation.
  19. Is This the Best Time to Start a Donor Advised Fund?

    With possible changes to taxes looming next year, 2016 may be the time to start a donor-advised fund.
  20. Anticipating Trump: How to Adjust Tax Planning Now

    President-elect Trump's proposed tax plan means your tax situation could change next year. What to do now.
  21. How Trump Tax Plans Will Aid Wealth Building for the 1%

    President-elect Trump's proposed tax plan includes tax breaks that may offer some generous benefits to higher-income earners. ...
  22. Top 8 Estate Planning Mistakes

    Proper planning will help ensure that your wishes are honored and your heirs are well cared for.
  23. 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?
  24. 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 ...
  25. 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 ...
  26. 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 ...
  27. 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 ...
  28. 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 ...
  29. 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.
  30. 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.
  31. A Fake Tax That Doubles Oil Pipeline Profits

    The cosy regulatory relationship that keeps Americans paying taxes for the oil pipeline industry.
  32. 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 ...
  33. 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 ...
  34. 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 ...
  35. Unrealized Gain

    A profit that exists on paper, resulting from any type of investment. An unrealized gain is a profitable position that has ...
  36. 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 ...
  37. 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 ...
  38. 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. ...
  39. 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. ...
  40. 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.
  41. 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 ...
  42. 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. ...
  43. 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 ...
  44. 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.
  45. 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 ...
  46. 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 ...
  47. Disposable Income

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

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

    A type of depreciation-recapture income that is realized on the sale of depreciable real estate. Unrecaptured Section 125 ...
  50. 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 ...
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