High Net Worth Tax Strategy

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  1. Crystallization

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

    Understand what a deferred compensation plan is and what makes it either qualifying or nonqualifying.
  3. 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 ...
  4. 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.
  5. What is a Wash Sale?

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

    The cost basis is the initial price paid in an exchange for a product or service.
  7. 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 ...
  8. Capital Gains Tax

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

    Per diem is one method for reimbursing employees for business-travel expenses. Companies using the per diem method must follow ...
  10. 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. ...
  11. 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 ...
  12. 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.
  13. 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.
  14. 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.
  15. How to Avoid Gift Taxes

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

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

    Real-life lessons from Kansas and California.
  18. 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 ...
  19. The Basics of Building a Tax-Efficient Portfolio

    Each income category offers different strategies and vehicles to reduce or defer taxes.
  20. 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.
  21. Can Trump Kill the Alternative Minimum Tax (AMT)?

    Getting rid of the AMT would be great for upper-middle class taxpayers.
  22. 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.
  23. 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 ...
  24. 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.
  25. 7 Tips for Tax-Managed Investing

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

    Avoid or reduce the delays and costs of probate for your estate with these tips.
  27. 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
  28. 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.
  29. For Wealthy People, Trump's Presidency is Gonna Be 'YUGE'

    Donald Trump's tax plan likely means big tax cuts for the wealthiest Americans.
  30. 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 ...
  31. Create a Tax-Efficiency Team With Tax Professionals

    When financial advisors collaborate with tax advisors, the end result is efficient tax mitigation.
  32. 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.
  33. 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.
  34. 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. ...
  35. Top 8 Estate Planning Mistakes

    Proper planning will help ensure that your wishes are honored and your heirs are well cared for.
  36. 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?
  37. 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 ...
  38. 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 ...
  39. 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 ...
  40. 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 ...
  41. 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 ...
  42. 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.
  43. 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.
  44. A Fake Tax That Doubles Oil Pipeline Profits

    The cosy regulatory relationship that keeps Americans paying taxes for the oil pipeline industry.
  45. 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 ...
  46. 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 ...
  47. 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 ...
  48. Unrealized Gain

    A profit that exists on paper, resulting from any type of investment. An unrealized gain is a profitable position that has ...
  49. 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 ...
  50. 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 ...
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Hot Definitions
  1. Risk Tolerance

    The degree of variability in investment returns that an individual is willing to withstand. Risk tolerance is an important ...
  2. Donchian Channels

    A moving average indicator developed by Richard Donchian. It plots the highest high and lowest low over the last period time ...
  3. Consumer Price Index - CPI

    A measure that examines the weighted average of prices of a basket of consumer goods and services, such as transportation, ...
  4. Moving Average - MA

    A moving average (MA) is a widely used indicator in technical analysis that helps smooth out price action by filtering out ...
  5. Stop Order

    A stop order is an order to buy or sell a security when its price increases past a particular point in order to limit losses ...
  6. Inflation

    The rate at which the general level of prices for goods and services is rising and, consequently, the purchasing power of ...
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