High Net Worth Tax Strategy

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  1. Tale of Two Charities: Trump's Helps Trump, the Clintons' Is the Real Deal

    September 26, 2016
    The facts speak for themselves: The Clintons have been quite literally a thousand times more charitable than The Donald.
  2. Clinton Wants 65% Top Estate Tax Rate, Trump Wants Repeal

    September 23, 2016
    As Clinton adopts an estate tax rise advocated by Bernie Sanders, Trump promises to eliminate the "death tax," though exactly ...
  3. Good News! Americans Are Earning More

    September 13, 2016
    After years in the doldrums, incomes are up – and not just for the 1%. Here's who's benefiting.
  4. Irish Government Supports Apple Amid EU Tax Probe (AAPL)

    September 6, 2016
    Irish government said it will launch an appeal on Apple's behalf against the European Commission's ruling that Apple owes ...
  5. A Fake Tax That Doubles Oil Pipeline Profits

    August 30, 2016
    The cosy regulatory relationship that keeps Americans paying taxes for the oil pipeline industry.
  6. Can You Find Non-Callable Bonds?

    August 25, 2016
    Low interest rates have led to nearly $250 billion in bonds being called in, leaving investors in the lurch. How to find ...
  7. How ING Trusts Have Surprising Tax Advantages

    August 24, 2016
    Learn how ING trusts can be used to shield assets from state income taxes and provide additional protection for high-wealth ...
  8. Eight Financial Safeguards If Disaster Strikes

    August 18, 2016
    In an emergency like a fire, hurricane, flood, tornado or earthquake, you may not be able to protect your home. But you can ...
  9. Here’s What to Do with Extra Cash from Your IRA

    August 17, 2016
    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 ...
  10. Unrealized Gain

    August 3, 2016
    A profit that exists on paper, resulting from any type of investment. An unrealized gain is a profitable position that has ...
  11. Step-Up In Basis

    August 3, 2016
    The readjustment of the value of an appreciated asset for tax purposes upon inheritance. With a step-up in basis, the value ...
  12. Short Sell Against the Box

    August 3, 2016
    The act of short selling securities that you already own. This results in a neutral position where your gains in a stock ...
  13. What to Do Now That 401(k) Tax Advantages Are Under Attack

    July 29, 2016
    The 2017 proposed budget was just the latest attack on 401(k) tax advantages for accounts with big balances. Here are smart ...
  14. Wealth Creation: 5 Best Places for the Long Term

    July 25, 2016
    If you want to build sustainable wealth, where you choose to hang your hat can have a significant impact on your success. ...
  15. 5 Secrets You Didn't Know About A 529 Plan

    July 19, 2016
    When starting a 529 plan for your child's college fund, keep these details in mind.
  16. How do I calculate my gains and/or losses when I sell a stock?

    July 19, 2016
    To begin, you need to know your cost basis, or the price you paid for the stock. If you did not record this information, ...
  17. Why Estate Planning Is Easier Than You Think

    July 11, 2016
    When done properly, estate planning ensures that your beneficiaries receive your assets in a way that is controlled by you. ...
  18. Mistakes to Avoid When You Own Life Insurance

    July 11, 2016
    How to avoid some common mistakes that can cause tax and inheritance problems when you own life insurance.
  19. Is Captive Insurance a Legitimate Tax Shelter?

    July 11, 2016
    Captive insurance companies are legitimate tax structures, but pose risks as tax shelters. Still, they can have financial ...
  20. What are unrealized gains and losses?

    July 7, 2016
    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 ...
  21. How Serial Entrepreneurs Are Reshaping Wealth Creation

    July 7, 2016
    Investing wisely is one way to build wealth, but serial entrepreneurs are rethinking the way they build their portfolios. ...
  22. The Tax Speech That Could Elect President Donald J. Trump

    June 28, 2016
    Trump hasn’t disclosed his taxes. He hasn’t even paid them, as best we know. Here’s how he could make political lemonade ...
  23. Types of Income the IRS Can’t Touch

    June 27, 2016
    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.
  24. Estate Planning: Which Assets Are Best to Leave Your Family

    June 27, 2016
    When it comes to estate planning, there are three main factors that come into play for distributing assets: liquidity, sentiment ...
  25. Retirement Taxes: 5 Ways to Save Money

    June 21, 2016
    Living on a fixed income during retirement can be difficult if your taxes are high. These five ideas can help you manage ...
  26. Disposable Income

    June 20, 2016
    The amount of money that households have available for spending and saving after income taxes have been accounted for. Disposable ...
  27. Realized Gain

    June 20, 2016
    A gain resulting from selling an asset at a price higher than the original purchase price. Realized gain occurs when an asset ...
  28. Unrecaptured Section 1250 Gain

    June 20, 2016
    A type of depreciation-recapture income that is realized on the sale of depreciable real estate. Unrecaptured Section 125 ...
  29. The Rise and Fall of Millionaires Gone Bankrupt (SHOO)

    June 19, 2016
    Discover how a person can make millions of dollars and through bad financial decisions, stock losses and other mishaps end ...
  30. Why is Jersey considered a tax haven? (C, CS)

    June 17, 2016
    Learn about the tax haven status of Jersey, an autonomous nation located in the Channel Islands that is subject to the British ...
  31. Should a Family Trust Account Be Part of Retirement Planning?

    June 14, 2016
    Many people think family trusts are only for the very wealthy, but if your retirement assets exceed $500,000, you may want ...
  32. Save $1,000 a Month with Your 401(k)

    June 9, 2016
    Did you know that saving $1,000 per month in your 401(k) will actually cost you only $700? Here's how it works.
  33. Total Return

    June 9, 2016
    When measuring performance, the actual rate of return of an investment or a pool of investments over a given evaluation period. ...
  34. Exemption

    June 9, 2016
    A deduction allowed by law to reduce the amount of income that would otherwise be taxed. An exemption is based on a status ...
  35. Who's Getting Richer? Hardly Anyone

    June 7, 2016
    Federal 'economic gains' mask the truth: Most Americans are doing worse, with average incomes in 2014 smaller than in 20 ...
  36. Why is Ireland sometimes referred to as a tax haven?

    June 3, 2016
    Learn why Ireland is a desirable location for corporations, how low the country's tax rate is and what taxation and economic ...
  37. Why High Net Worth Women Need a Wealth Manager

    May 31, 2016
    Hiring a wealth manager is something any high net worth individual should consider, but it's particularly important for affluent ...
  38. 8 IRS Red Flags for Private Family Foundations

    May 25, 2016
    IRS rules are extremely complex and can prohibit acts that seem – or even are – totally fair and even commonsensical. Here's ...
  39. What Are Unrealized Gains And Losses?

    May 20, 2016
    Gains or losses become “realized” when the stock is sold.
  40. Philanthropy

    May 1, 2016
    Charitable giving to human causes on a large scale. Philanthropy must be more than just a charitable donation; it is an effort ...
  41. Assets the Ultra-Rich Use for Reducing (or Avoiding) Taxes

    April 22, 2016
    Paintings, oil wells and yachts can get great tax write-offs for their wealthy owners. All it takes is some smart gaming ...
  42. Panama Papers: What Advisors Need to Know

    April 20, 2016
    Here is how clients may be impacted by some of the issues brought to light by the Panama Papers.
  43. Donald Trump’s Right That the Game Is Rigged – for Him to Make Money by Running

    April 19, 2016
    Here’s how The Donald games election law to spin glitz into cash.
  44. Should University Endowments Be Taxed?

    April 16, 2016
    Some politicians are calling for universities to pay taxes on their massive endowments. Should they?
  45. 3 Federal Income Tax Facts You Didn't Know

    April 14, 2016
    Learn about three federal income tax facts that most Americans may not know from one of the most trusted financial resources ...
  46. What If You Were Taxed Like a Multinational?

    April 12, 2016
    Oh, the money you'd save. Something to think about as you fill out your own taxes, which aren't getting a tax holiday from ...
  47. Panama Papers Tip of the Iceberg: Congress Aids Tax Cheats & Terrorists

    April 6, 2016
    Never mind the Panama Papers. America has its own ‘State Thieves, Embezzlers And Liars (STEAL) Protection Acts’ that can ...
  48. Capital Losses and Tax

    February 19, 2016
    When an investment sells for less than its purchase price, the difference is a capital loss.
  49. Profit from Art with a Charitable Remainder Trust

    February 11, 2016
    With a CRUT, art collectors can avoid capital gains taxes on the sale of art– while also leaving their favorite charity a ...
  50. Estate Planning: 16 Things To Do Before You Die

    February 5, 2016
    If you don’t plan your estate, your surviving family may have to deal with disputes and probate that were avoidable.
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Hot Definitions
  1. North American Free Trade Agreement - NAFTA

    A regulation implemented on Jan. 1, 1994, that decreased and eventually eliminated tariffs to encourage economic activity ...
  2. Trickle-Down Theory

    An economic idea which states that decreasing marginal and capital gains tax rates - especially for corporations, investors ...
  3. Derivative

    A security with a price that is dependent upon or derived from one or more underlying assets.
  4. Fiduciary

    A fiduciary is a person who acts on behalf of another person, or persons to manage assets.
  5. Sharpe Ratio

    The Sharpe Ratio is a measure for calculating risk-adjusted return, and this ratio has become the industry standard for such ...
  6. Death Taxes

    Taxes imposed by the federal and/or state government on someone's estate upon their death. These taxes are levied on the ...
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