High Net Worth Tax Strategy

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  1. 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.
  2. 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. ...
  3. Top 8 Estate Planning Mistakes

    Proper planning will help ensure that your wishes are honored and your heirs are well cared for.
  4. 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?
  5. 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 ...
  6. 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 ...
  7. 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 ...
  8. 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 ...
  9. 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 ...
  10. 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.
  11. 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.
  12. A Fake Tax That Doubles Oil Pipeline Profits

    The cosy regulatory relationship that keeps Americans paying taxes for the oil pipeline industry.
  13. 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 ...
  14. 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 ...
  15. 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 ...
  16. Unrealized Gain

    A profit that exists on paper, resulting from any type of investment. An unrealized gain is a profitable position that has ...
  17. 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 ...
  18. 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 ...
  19. 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. ...
  20. 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. ...
  21. 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.
  22. 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 ...
  23. 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 ...
  24. Disposable Income

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

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

    A type of depreciation-recapture income that is realized on the sale of depreciable real estate. Unrecaptured Section 125 ...
  27. 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 ...
  28. Should a Family Trust Account Be Part of Retirement Planning?

    Many people think family trusts are only for the very wealthy, but if your retirement assets exceed $500,000, you may want ...
  29. Total Return

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

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

    Federal 'economic gains' mask the truth: Most Americans are doing worse, with average incomes in 2014 smaller than in 20 ...
  32. Why High Net Worth Women Need a Wealth Manager

    Hiring a wealth manager is something any high net worth individual should consider, but it's particularly important for affluent ...
  33. 8 IRS Red Flags for Private Family Foundations

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

    Gains or losses become “realized” when the stock is sold.
  35. Philanthropy

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

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

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

    Here’s how The Donald games election law to spin glitz into cash.
  39. Should University Endowments Be Taxed?

    Some politicians are calling for universities to pay taxes on their massive endowments. Should they?
  40. 3 Federal Income Tax Facts You Didn't Know

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

    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 ...
  42. Panama Papers Tip of the Iceberg: Congress Aids Tax Cheats & Terrorists

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

    When an investment sells for less than its purchase price, the difference is a capital loss.
  44. Estate Planning: 16 Things To Do Before You Die

    If you don’t plan your estate, your surviving family may have to deal with disputes and probate that were avoidable.
  45. A Beginner’s Guide To Tax-Efficient Investing

    Tax-efficiency is a measure of how much of an investment’s return remains after taxes are paid.
  46. Know Your Stock Cost Basis

    A stock’s cost basis is its purchase price plus all reinvested dividends and commissions.
  47. Income Relating: Now It Applies to Medicare

    You can retire, but you can never retire from income tax planning.
  48. How SparkGift Works and Makes Money

    If you are looking to find a way to give the gift of stocks or index funds to friends or family then look no further than ...
  49. These Are the 5 Financial Products/Services the Ultra-Rich Care About

    Learn about the financial products and services that wealthy individuals make use of to cater to their planning and wealth ...
  50. How IRA Dividends Are Taxed

    Money in an IRA isn’t taxed until retirement, but its funds receive different tax treatment once money is withdrawn.
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Hot Definitions
  1. Time In Force

    Time in force is a special instruction used when placing a trade to indicate how long an order will remain active before ...
  2. Retirement Planning

    Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve ...
  3. Drawdown

    The peak-to-trough decline during a specific record period of an investment, fund or commodity. A drawdown is usually quoted ...
  4. Inverse Transaction

    A transaction that can cancel out a forward contract that has the same value date.
  5. Redemption

    The return of an investor's principal in a fixed income security, such as a preferred stock or bond; or the sale of units ...
  6. Solvency

    The ability of a company to meet its long-term financial obligations. Solvency is essential to staying in business, but a ...
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