High Net Worth Tax Strategy

  • Showing 101-150 of 232 items
  • <<
  • ...
  • 2
  • 3
  • 4
  • 5
  • >>
  1. Unrealized Loss

    An unrealized loss occurs if the value of a transaction that has yet to be completed falls below its initial price.
  2. 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 ...
  3. How restricted stock and restricted stock units (RSUs) are taxed

    Find out how restricted stock and restricted stock units (RSUs), which are forms of executive compensation, work and how ...
  4. 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 ...
  5. Nonpassive Income and Losses

    Nonpassive income and losses refer to gains and losses incurred in a business activity in which a taxpayer is a material ...
  6. Over-55 Home Sale Exemption

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

    A backup withholding is a type of tax levied on investment income when the investor withdraws those funds.
  8. Like-Kind Property

    Like-kind property refers to two pieces of real estate that can be swapped without incurring capital gains taxes immediately. ...
  9. 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.
  10. Family Limited Partnership - FLP

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

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

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

    Learn when it makes sense to dip into your savings. It works in some cases, but you should be aware of the potential consequences.
  14. 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 ...
  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. Grantor Trust Rules

    Grantor Trust Rules outline the responsibilities of the trust's creator for income and estate tax purposes.
  19. Trump's Tax Reform Plan

    The president signed the GOP's overhaul of the federal tax code into law.
  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. 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 ...
  27. How rental property depreciation works

    Rental property can prove to be a great investment. It's a bit tricky, but rental property depreciation can be a valuable ...
  28. What the Gift Tax Rules Mandate

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

    A federal tax applied to people giving anything of value to another person. Exclusions generally limit the tax to gifts worth ...
  30. 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.
  31. What is the difference between gross and earned income?

    The difference between earned income and gross income is an important one come tax time. Find out how the IRS uses both to ...
  32. 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 ...
  33. 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 ...
  34. 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 ...
  35. 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.
  36. Crystallization

    Crystallization is the act of selling and buying stocks almost instantaneously in order to increase or decrease book value.
  37. 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 ...
  38. 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.
  39. What is a Wash Sale?

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

    Per diem is one method for reimbursing employees for business-travel expenses. Companies using the per diem method must follow ...
  41. 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 ...
  42. 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.
  43. 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.
  44. 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.
  45. How to Avoid Gift Taxes

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

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

    Real-life lessons from Kansas and California.
  48. 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 ...
  49. The Basics of Building a Tax-Efficient Portfolio

    Each income category offers different strategies and vehicles to reduce or defer taxes.
  50. 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.
  • Showing 101-150 of 232 items
  • <<
  • ...
  • 2
  • 3
  • 4
  • 5
  • >>
Trading Center