High Net Worth Tax Strategy

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  1. Getting Started On Your Estate Plan

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

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

    A realized gain is a profit resulting from selling an asset at a price higher than the original purchase price.
  4. 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 ...
  5. Gifting Your Retirement Assets To Charity

    There are several things to consider when you want to donate your retirement assets to charity. Read here to make sure you're ...
  6. 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.
  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. Charitable Remainder Trust

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

    A gift letter is written correspondence explicitly stating that money received from a friend or relative is a gift.
  10. 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 ...
  11. 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 ...
  12. Disposable Income

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

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

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

    The unrecaptured section 1250 gain is a type of depreciation-recapture income that is realized on the sale of depreciable ...
  16. Cost Basis 101: How To Correctly Understand It

    Understanding how to calculate cost basis is critical for tracking the gains or losses of an investment, and what the tax ...
  17. 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. ...
  18. Auditing Standards Board (ASB)

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

    Here are four quick and easy ways to increase your spending money.
  20. Wash-Sale Rule

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

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

    Split payroll is method of paying employees who are on international assignments in which pay is divided between local and ...
  23. 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. ...
  24. 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 ...
  25. 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 ...
  26. Tax Strategies for Your Retirement Income

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

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

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

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

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

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

    An understanding of the taxation of long- and short-term capital gains is crucial to ensuring the benefits of your investment ...
  33. Chargeable Gain

    Comparable to capital gain, a chargeable gain represents the increased value in an asset when it is sold.
  34. Return-on-Capital Gain

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

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

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

    If an investor cannot exit a position because of rules, regulations, or penalties preventing such action, they are referred ...
  38. 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.
  39. 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 ...
  40. 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 ...
  41. Capital Gains Treatment

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

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

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

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

    An exchange fund is a fund that lets investors diversify their concentrated stock positions without being taxed in the process.
  46. Principal Residence

    A principal residence is the main home that a person inhabits and uses for the majority of the time.
  47. Dividend Imputation

    A dividend imputation is an arrangement that eliminates or reduces the taxation of cash payouts to its shareholders.
  48. 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.
  49. 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 ...
  50. Unrealized Loss

    An unrealized loss occurs if the value of a transaction that has yet to be completed falls below its initial price.
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Hot Definitions
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    Risk tolerance is the degree of variability in investment returns that an individual is willing to withstand.
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