High Net Worth Tax Strategy

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  1. 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 ...
  2. 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 ...
  3. 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 ...
  4. Getting Started On Your Estate Plan

    With some preparation, you can save your heirs from paying a hefty estate tax. Here are some tips.
  5. Gift Tax

    A federal tax applied to people giving anything of value to another person. Exclusions generally limit the tax to gifts worth ...
  6. Pick The Perfect Trust

    Trusts are an estate plan's anchor, but the terminology can be confusing. We cut through the clutter.
  7. 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 ...
  8. 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.
  9. Value-Added Tax - VAT

    A type of consumption tax placed on a product whenever value is added at a stage of production and at final sale, most often ...
  10. Increase Your Disposable Income

    Here are four quick and easy ways to up your spending money.
  11. Crystallization

    Crystallization is the act of selling and buying stocks almost instantaneously in order to increase or decrease book value.
  12. What is a 409A nonqualified deferred compensation plan?

    Understand what a deferred compensation plan is and what makes it either qualifying or nonqualifying.
  13. Are catch-up contributions included in the 415 limit?

    Learn about IRC section 415 limit and why catch-up contributions are not included. Learn about current 401(k) contribution ...
  14. Why Does Larry Page Pay Himself a $1 Salary?

    Google co-founder Larry Page continues to take an annual salary of only $1 as chief executive officer.
  15. What is a Wash Sale?

    The Wash-Sale rule was established to forbid a loss deduction of a security sold.
  16. What Determines Your Cost Basis?

    The cost basis is the initial price paid in an exchange for a product or service.
  17. How is Warren Buffett Plan Bequeathing his Estate?

    Find out how much Warren Buffett is leaving for his heirs and how he wants the funds invested after his death. Learn about ...
  18. Capital Gains Tax

    A capital gains tax is a type of tax levied on capital gains incurred by individuals and corporations. Triggered when an ...
  19. Understanding 'Per Diem'

    Per diem is one method for reimbursing employees for business-travel expenses. Companies using the per diem method must follow ...
  20. 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 ...
  21. 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. ...
  22. Your Estate: The Best Assets to Leave to Family

    When it comes to estate planning, there are three main factors to consider when distributing assets: liquidity, sentiment ...
  23. What is the Difference Between Gross Income and Earned Income?

    The difference between earned income and gross income is an important come tax time.
  24. 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.
  25. The Lottery: Is It Ever Worth Playing?

    Is it ever worth playing the lottery? Discover the probability of winning and how to collect the funds if you happen to win. ...
  26. How to Grow an IRA to $100 Million Plus

    Here's a hint about what might make it possible to have an IRA worth this much money: It helps to be in private equity.
  27. 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.
  28. Defunct: Refundable AMT Credit for Employee Stock Option Taxes

    These refundable AMT credits helped taxpayers save on taxes, AMT bills and more – but expired in 2012.
  29. How to Avoid Gift Taxes

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

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

    Real-life lessons from Kansas and California.
  32. 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 ...
  33. The Basics of Building a Tax-Efficient Portfolio

    Each income category offers different strategies and vehicles to reduce or defer taxes.
  34. 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.
  35. Can Trump Kill the Alternative Minimum Tax (AMT)?

    Getting rid of the AMT would be great for upper-middle class taxpayers.
  36. 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.
  37. 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 ...
  38. 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.
  39. 7 Tips for Tax-Managed Investing

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

    Avoid or reduce the delays and costs of probate for your estate with these tips.
  41. 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
  42. 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.
  43. For Wealthy People, Trump's Presidency is Gonna Be 'YUGE'

    Donald Trump's tax plan likely means big tax cuts for the wealthiest Americans.
  44. 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 ...
  45. Create a Tax-Efficiency Team With Tax Professionals

    When financial advisors collaborate with tax advisors, the end result is efficient tax mitigation.
  46. 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.
  47. 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.
  48. 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. ...
  49. Top 8 Estate Planning Mistakes

    Proper planning will help ensure that your wishes are honored and your heirs are well cared for.
  50. 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?
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