High Net Worth Tax Strategy

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  1. Capital Gains Treatment

    The amount of time a stock is owned before being sold determines its capital gains treatment for tax purposes.
  2. Credit Shelter Trust - CST

    A Credit Shelter Trust allows a surviving spouse to pass on assets to his or her children estate-tax free.
  3. Repatriable

    Repatriable means that a financial asset is capable of being moved from a foreign country and returned to its country of ...
  4. Average Indexed Monthly Earnings (AIME)

    Average indexed monthly earnings (AIME) is used to determine the primary insurance amount (PIA) that values an individual's ...
  5. Exchange Fund

    A fund that lets an investor diversify their concentrated stock positions without being taxed in the process is called an ...
  6. Principal Residence

    The main home that a person inhabits and uses for the majority of the time is considered their principal residence.
  7. Dividend Imputation

    An arrangement that eliminates or reduces the taxation of cash payouts to its shareholders is called dividend imputation.
  8. Types of Income the IRS Can’t Touch

    Uncle Sam can't get his hands on your money if it's in one of several specific income categories.
  9. How are trust fund earnings taxed?

    Trust fund earnings that are distributed are paid by the beneficiary. The trust pays taxes on retained earnings and principal ...
  10. Unrealized Loss

    If the value of a transaction that has yet to be completed falls below its initial price, it is called an unrealized loss.
  11. Do beneficiaries of a trust pay taxes?

    Beneficiaries of a trust typically pay taxes on distributions from the trust's income, but not on distributions from the ...
  12. How Restricted Stock and RSUs Are Taxed

    Find out how these forms of executive compensation work and how to deal with the tax consequences of them.
  13. Using an LLC for Estate Planning

    An LLC is a powerful tool for estate planning. By establishing a family LLC, parents can distribute assets to their children ...
  14. Nonpassive Income And Losses

    Gains or losses incurred in a business activity a taxpayer is a material participant in are called nonpassive income and ...
  15. Over-55 Home Sale Exemption

    A former law known as the over-55 home sale exemption provided qualified homeowners with a one-time tax break.
  16. Backup Withholding

    A tax called backup withholding is levied on investment income when the investor withdraws those funds.
  17. Like-Kind Property

    Like-kind property refers to two pieces of real estate that can be swapped without incurring capital gains taxes immediately. ...
  18. Income In Respect Of A Decedent - IRD

    Income in Respect of a Decedent (IRD) is untaxed income that a decedent earned or was meant to receive before death.
  19. Family Limited Partnership - FLP

    A Family Limited Partnership (FLP) allows family members to own shares of a family business while securing estate and gift ...
  20. Wash-Sale Rule

    A regulation that prohibits a taxpayer from claiming a loss on the sale and repurchase of identical stock is the wash-sale ...
  21. Trust Property

    Trust property includes assets such as securities, cash and property that are managed by a trustee for the benefit of designated ...
  22. Defer Taxes with Nonqualified Deferred Compensation (NQDC) Plans

    Nonqualified deferred compensation plans can help highly compensated employees bolster their retirement plans.
  23. Should You Borrow From Your Retirement Plan?

    It makes sense to dip into your savings in some cases, but you must be aware of the potential consequences.
  24. How to Use Your HSA for Retirement

    Thanks to its unique tax advantages, a Health Savings Account may be the best retirement option you never knew you had.
  25. How New Tax Changes Promote 529 Investments

    The latest round of tax reform has triggered new interest in the benefits of 529 savings plans.
  26. Bare Trust

    A bare trust is a type of trust that provides beneficiaries with immediate and absolute ownership of its capital and the ...
  27. Dynasty Trust

    A dynasty trust is designed to grow wealth for a grantor's descendants while offering protection from transfer taxes like ...
  28. Effective Gross Income - EGI

    Effective Gross Income is the Potential Gross Rental Income plus other income minus vacancy and credit costs of an investment ...
  29. High-Deductible Health Plan - HDHP

    A health insurance plan with a high minimum deductible that that the insurance holder must pay for medical expenses before ...
  30. Grantor Trust Rules

    Grantor Trust Rules outline the responsibilities of the trust's creator for income and estate tax purposes.
  31. The Lottery: Is It Ever Worth Playing?

    Is it ever worth playing the lottery? Discover the probability of winning and the best way to collect the funds if you happen ...
  32. 10 Sources of Nontaxable Income

    Taxes are often a deterrent from investing and saving. These financial practices will bring you no tax grief.
  33. Why is Jersey considered a tax haven?

    Learn about the tax haven status of Jersey, an autonomous nation located in the Channel Islands that is subject to the British ...
  34. Why You Should Front-Load Your 529 Plan

    If you can, take advantage of a little-known tax break and front load your 529 plan to maximize the effect of compounding. ...
  35. How to Protect Your Portfolio From a Market Crash

    Although market crashes are usually bad news for your portfolio, there are ways to handle them.
  36. Navigating Government and Nonprofit Financials

    Examining government & nonprofit financials can help you trace where your dollars are really going.
  37. Is there a difference between capital gains and dividend income?

    Selling something for a profit leads to capital gains. A payment made by a corporations to stockholders is a dividend. Both ...
  38. What is the difference between capital gains and investment income?

    Learn about the difference between capital gains and other types of investment income, such as dividends paid on stock or ...
  39. How rental property depreciation works

    It's a bit tricky, but it's a valuable tool to make your investment pay off.
  40. What the Gift Tax Rules Mandate

    The lifetime maximum for gift taxes is now $5.6 million. Here's how the gift tax works.
  41. Gift Tax

    A federal tax applied to people giving anything of value to another person. Exclusions generally limit the tax to gifts worth ...
  42. 529 Plan Tutorial

    This comprehensive guide goes through what a 529 plan is and how to set one up, contribute to it and withdraw from it.
  43. What is the Difference Between Gross Income and Earned Income?

    The difference between earned income and gross income is an important one come tax time.
  44. Are fringe benefits direct or indirect costs?

    Learn how to allocate costs associated with fringe benefits provided to employees and how to determine when a cost is either ...
  45. Should You File an Early Tax Return?

    Filing an early tax return makes sense if you are receiving a refund, but what if you owe tax? There are more reasons to ...
  46. 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 ...
  47. Getting Started On Your Estate Plan

    With some preparation, you can save your heirs from paying a hefty estate tax. Here are some tips.
  48. Pick The Perfect Trust

    Trusts are an estate plan's anchor, but the terminology can be confusing. We cut through the clutter.
  49. 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 ...
  50. Save $1,000 a Month with Your 401(k)

    Saving $1,000 per month in your 401(k) will actually cost you only $700. Here's how it works.
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Hot Definitions
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