High Net Worth Tax Strategy

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  1. 4 Reasons Estate Planning Is So Important

    Estate planning isn't fun, but without it, the consequences can be devastating for your heirs – or at least, not what you ...
  2. Estate Planning For Canadians

    Trusts, wills, taxes and rules differ by country. Find out what you need to know about estate plans in Canada.
  3. Gift In Trust

    A gift in trust is an indirect bequest of assets to a beneficiary by means of a special legal and fiduciary arrangement.
  4. 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 ...
  5. Getting Started On Your Estate Plan

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

    Trusts are an estate plan's anchor, but the terminology can be confusing. We cut through the clutter.
  7. Realized Gain

    A realized gain is a profit resulting from selling an asset at a price higher than the original purchase price.
  8. How Will Meghan Markle's Finances Change Now That She Has Married Harry?

    The duchess will find her financial life - and Prince Harry's - in a tricky tangle when their fairytale marriage runs into ...
  9. Gifting Your Retirement Assets To Charity

    There are several things to consider when it comes to this type of charitable giving. Make sure you're well informed.
  10. Moving Retirement Plan Assets: How To Avoid Mistakes

    Sometimes things go wrong in a simple transfer of funds. Make sure you know how to avoid penalties.
  11. 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 ...
  12. Charitable Remainder Trust

    A charitable remainder trust is a tax-exempt irrevocable trust designed to reduce the taxable income of individuals and support ...
  13. Gift Letter

    A gift letter is written correspondence explicitly stating that money received from a friend or relative is a gift.
  14. Absolute Interest

    Absolute interest means total and complete ownership of an asset or property.
  15. Capital Gains Tax

    A capital gains tax is a tax for capital gains incurred by individuals and corporations from the sale of certain types of ...
  16. Value-Added Tax - VAT

    A value-added tax is a consumption tax placed on a product whenever value is added at each stage of the supply chain, from ...
  17. Disposable Income

    Disposable income is the amount of money that households have available for spending and saving after income taxes have been ...
  18. Step-Up In Basis

    Step-up in basis is the readjustment of the value of an appreciated asset for tax purposes upon inheritance.
  19. Total Return

    Total return is a performance measure that reflects the actual rate of return of an investment or a pool of investments over ...
  20. Unrecaptured Section 1250 Gain

    The unrecaptured section 1250 gain is a type of depreciation-recapture income that is realized on the sale of depreciable ...
  21. What Determines Your Cost Basis?

    Understanding the cost basis is critical for tracking the gains or losses of an investment, and what the tax consequences ...
  22. Unrealized Gain

    An unrealized gain is a profit that exists on paper, but has yet to be cashed in, resulting from any type of investment. ...
  23. Auditing Standards Board (ASB)

    The Auditing Standards Board (ASB), part of the AICPA, issues guidelines and rule pronouncements that CPAs must adhere to ...
  24. Increase Your Disposable Income

    Here are four quick and easy ways to up your spending money.
  25. 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 ...
  26. Private Annuity

    A private annuity is an agreement in which an annuitant transfers property to an obligor in exchange for payments for the ...
  27. Split Payroll

    Split payroll is method of paying employees who are on international assignments in which pay is divided between local and ...
  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. Lump Sum Versus Regular Pension Payments

    So you're on the verge of retirement and you're faced with a difficult choice regarding the defined-benefit pension plan ...
  30. Why is Monaco considered a tax haven?

    Discover why the principality of Monaco is considered a tax haven, and learn about some of the sovereign city-state's more ...
  31. Qualified Dividend

    A qualified dividend is a type of dividend subject to capital gains tax rates that are lower than the income tax rates applied ...
  32. Tax Strategies for Your Retirement Income

    Once you’re actually retired, consider these strategies to minimize taxes.
  33. Income Exclusion Rule

    An income exclusion rule sets aside certain types of income as nontaxable.
  34. Retirement Method of Depreciation

    Retirement method of depreciation describes the accounting practice of delaying the depreciation of a fixed asset until it ...
  35. Registered Retirement Savings Plan Deduction Limit

    Registered Retirement Savings Plan Deduction Limit is the maximum sum Canada allows taxpayers to deduct from their income ...
  36. Qualified Retirement Plan

    A qualified retirement plan meets the requirements of Internal Revenue Code Section 401(a) and is therefore eligible to receive ...
  37. IRS Publication 590: Individual Retirement Arrangements (IRAs)

    IRS Publication 590: Individual Retirement Arrangements (IRAs) refers to an IRS document that outlines rules for individual ...
  38. Comparing Long-Term vs. Short-Term Capital Gains Tax Rates

    Learn about the difference between short- and long-term capital gains and how the duration of your investment can impact ...
  39. Chargeable Gain

    Comparable to the term capital gain, a chargeable gain represents the increased value in an asset when it is sold.
  40. Return On Capital Gains

    The value of an investment in an asset as it matures or is sold can be expressed as a return on capital gains.
  41. Recognized Gain

    The profit seen from the sale of an asset or investment typically qualifies as a recognized gain.
  42. Constructive Sale Rule - Section 1259

    Constructive Sale Rule - Section 1259 is a section of the Internal Revenue Code that expands the types of transactions that ...
  43. Locked In

    If an investor cannot exit a position because of rules, regulations,or penalties preventing such action, they are locked ...
  44. Investment Interest Expense

    If proceeds from a loan are used to invest in stock, the interest paid on the loan is called an investment interest expense.
  45. Stretch IRA

    A stretch IRA is an estate planning strategy that extends the tax-deferred status of an inherited IRA when it is passed to ...
  46. Grantor Retained Annuity Trust (GRAT)

    A grantor retained annuity trust (GRAT) is a financial instrument used in estate planning to minimize taxes on large financial ...
  47. Capital Gains Treatment

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

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

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

    Average indexed monthly earnings (AIME) is used to determine the primary insurance amount (PIA) that values an individual's ...
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Hot Definitions
  1. Return On Equity - ROE

    The profitability returned in direct relation to shareholders' investments is called the return on equity.
  2. Working Capital

    Working capital, also known as net working capital is a measure of a company's liquidity and operational efficiency.
  3. Bond

    A bond is a fixed income investment in which an investor loans money to an entity (corporate or governmental) that borrows ...
  4. Compound Annual Growth Rate - CAGR

    The Compound Annual Growth Rate (CAGR) is the mean annual growth rate of an investment over a specified period of time longer ...
  5. Net Present Value - NPV

    Net Present Value (NPV) is the difference between the present value of cash inflows and the present value of cash outflows ...
  6. Price-Earnings Ratio - P/E Ratio

    The Price-to-Earnings Ratio or P/E ratio is a ratio for valuing a company that measures its current share price relative ...
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