High Net Worth Tax Strategy

  • Showing 51-100 of 211 items
  • <<
  • 1
  • 2
  • 3
  • ...
  • 5
  • >>
  1. Do beneficiaries of a trust pay taxes?

    Beneficiaries of a trust typically pay taxes on distributions from the trust's income, but not on distributions from the ...
  2. How restricted stock and restricted stock units (RSUs) are taxed

    Find out how these forms of executive compensation work and how to deal with the tax consequences of them.
  3. Using an LLC for Estate Planning

    An LLC is a powerful tool for estate planning. By establishing a family LLC, parents can distribute assets to their children ...
  4. Nonpassive Income And Losses

    Gains or losses incurred in a business activity a taxpayer is a material participant in are called nonpassive income and ...
  5. Over-55 Home Sale Exemption

    A former law known as the over-55 home sale exemption provided qualified homeowners with a one-time tax break.
  6. Backup Withholding

    A tax called backup withholding is levied on investment income when the investor withdraws those funds.
  7. Like-Kind Property

    Like-kind property refers to two pieces of real estate that can be swapped without incurring capital gains taxes immediately. ...
  8. Income In Respect Of A Decedent - IRD

    Income in Respect of a Decedent (IRD) is untaxed income that a decedent earned or was meant to receive before death.
  9. Family Limited Partnership - FLP

    A Family Limited Partnership (FLP) allows family members to own shares of a family business while securing estate and gift ...
  10. Trust Property

    Trust property includes assets such as securities, cash and property that are managed by a trustee for the benefit of designated ...
  11. Defer Taxes with Nonqualified Deferred Compensation (NQDC) Plans

    Nonqualified deferred compensation plans can help highly compensated employees bolster their retirement plans.
  12. Should you borrow from your retirement plan?

    It makes sense to dip into your savings in some cases, but you must be aware of the potential consequences.
  13. How to Use Your Health Savings Account (HSA) for Retirement

    Thanks to unique tax advantages, a Health Savings Account may be the best retirement option you never knew you had. Here ...
  14. How New Tax Changes Promote 529 Investments

    The latest round of tax reform has triggered new interest in the benefits of 529 savings plans.
  15. Bare Trust

    A bare trust is a type of trust that provides beneficiaries with immediate and absolute ownership of its capital and the ...
  16. Dynasty Trust

    A dynasty trust is designed to grow wealth for a grantor's descendants while offering protection from transfer taxes like ...
  17. Effective Gross Income - EGI

    Effective Gross Income is the Potential Gross Rental Income plus other income minus vacancy and credit costs of an investment ...
  18. High-Deductible Health Plan - HDHP

    A health insurance plan with a high minimum deductible that that the insurance holder must pay for medical expenses before ...
  19. Grantor Trust Rules

    Grantor Trust Rules outline the responsibilities of the trust's creator for income and estate tax purposes.
  20. The Lottery: Is It Ever Worth Playing?

    Is it ever worth playing the lottery? Discover the probability of winning and the best way to collect the funds if you happen ...
  21. 10 Sources of Nontaxable Income

    Taxes are often a deterrent from investing and saving. These financial practices will bring you no tax grief.
  22. Why is Jersey considered a tax haven?

    Learn about the tax haven status of Jersey, an autonomous nation located in the Channel Islands that is subject to the British ...
  23. Why You Should Front-Load Your 529 Plan

    If you can, take advantage of a little-known tax break and front load your 529 plan to maximize the effect of compounding. ...
  24. How to Protect Your Portfolio From a Market Crash

    Although market crashes are usually bad news for your portfolio, there are ways to handle them.
  25. Navigating Government and Nonprofit Financials

    Examining government & nonprofit financials can help you trace where your dollars are really going.
  26. 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 ...
  27. 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 ...
  28. How rental property depreciation works

    It's a bit tricky, but it's a valuable tool to make your investment pay off.
  29. What the Gift Tax Rules Mandate

    The lifetime maximum for gift taxes is now $5.6 million. Here's how the gift tax works.
  30. Gift Tax

    A federal tax applied to people giving anything of value to another person. Exclusions generally limit the tax to gifts worth ...
  31. 529 Plan Tutorial

    This comprehensive guide goes through what a 529 plan is and how to set one up, contribute to it and withdraw from it.
  32. What is the difference between gross income and earned income?

    The difference between earned income and gross income is an important one come tax time.
  33. What taxes are due on money won gambling in Las Vegas?

    Travel to Vegas and try to win big at the casino. But before you do, make sure you understand the tax laws that govern gambling ...
  34. 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 ...
  35. 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 ...
  36. 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 ...
  37. Getting Started On Your Estate Plan

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

    Trusts are an estate plan's anchor, but the terminology can be confusing. We cut through the clutter.
  39. 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.
  40. Crystallization

    Crystallization is the act of selling and buying stocks almost instantaneously in order to increase or decrease book value.
  41. 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 ...
  42. 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.
  43. What is a Wash Sale?

    The Wash-Sale rule was established to forbid a loss deduction of a security sold.
  44. 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 ...
  45. Understanding 'Per Diem'

    Per diem is one method for reimbursing employees for business-travel expenses. Companies using the per diem method must follow ...
  46. 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 ...
  47. 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.
  48. 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.
  49. 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.
  50. How to Avoid Gift Taxes

    For most, the answer to the question, “How much is the gift tax?” can be “nothing."
  • Showing 51-100 of 211 items
  • <<
  • 1
  • 2
  • 3
  • ...
  • 5
  • >>
Hot Definitions
  1. 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 ...
  2. 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 ...
  3. Internal Rate of Return - IRR

    Internal Rate of Return (IRR) is a metric used in capital budgeting to estimate the profitability of potential investments.
  4. Limit Order

    An order placed with a brokerage to buy or sell a set number of shares at a specified price or better.
  5. Current Ratio

    The current ratio is a liquidity ratio that measures a company's ability to pay short-term and long-term obligations.
  6. Return on Investment (ROI)

    Return on Investment (ROI) is a performance measure used to evaluate the efficiency of an investment or compare the efficiency ...
Trading Center