High Net Worth Tax Strategy

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  1. Pros and Cons of Deferred Compensation Plans

    Learn about the pros and cons of non-qualified deferred compensation (NQDC) plans, including the flexibility of non-ERISA ...
  2. Are UTMA accounts escheatable?

    Find out whether your UTMA account can be escheated, the basics of escheatment and who is responsible for maintaining account ...
  3. Are Cafeteria plans subject to FICA, ERISA or FUTA?

    Find out whether cafeteria plans are subject to ERISA, what they offer to employees and which benefits are subject to FICA ...
  4. 7 Easy Steps to Negotiating a Raise

    Salary negotiations aren't easy, but even if your company is on a tight budget, you can still ask for more.
  5. Are The Wealthy Better Served By Trusts Or Wills?

    Trusts and wills are both means to pass on wealth to heirs. Which of these is likely to serve your needs better if you have ...
  6. What can 529A funds be used for?

    Learn how funds under a 529A plan can be used for various qualified disability expenses, such as medical expenses, home care, ...
  7. What are the limitations of 529A accounts?

    Learn the limitations of 529A plans, such as tax consequences and penalties, limited investment options, irrevocable contributions ...
  8. Comparing Long-Term vs. Short-Term Capital Gain Tax Rates

    Learn about the difference between short- and long-term capital gains and how the duration of your investment can impact ...
  9. What is the annual contribution limit for a 529A account?

    Learn about annual contribution limits to a 529A plan, which could help people with disabilities pay for expenses that maintain ...
  10. Can you have more than one 529A account?

    Learn how a disabled person can open one 529A account, which can be used to cover various expenses associated with improving ...
  11. Step-Up In Basis

    A step-up in basis is the increased cost basis of an inherited asset or other security.
  12. 5 Cities the Ultra-Rich Are Moving to

    Learn the top five cities worldwide that are attracting the most high-net-worth individuals, and discover factors that make ...
  13. Total Return

    Total return measures the rate of return earned from an investment over a period of time.
  14. Wash Sale Rule

    The wash sale rule is a provision that prohibits taxpayers from creating artificial losses by selling stocks and bonds at ...
  15. How Taxes For Retirement Accounts Abroad Work

    If you're a U.S. retiree, but previously worked abroad, here's what you need to know about taxes on foreign pensions and ...
  16. Which states are the most expensive for high-income earners?

    Find out why states such as California, Hawaii and New York are such expensive places to live, even for those residents who ...
  17. How are impaired assets treated under U.S. accounting rules?

    Learn how to identify, test and measure impaired assets under the generally accepted accounting principles, Statement 144 ...
  18. What cost basis reporting rules are set by the Internal Revenue Service (IRS)?

    Read about the cost basis reporting regulations imposed by the Internal Revenue Service and some options available to individual ...
  19. What is the difference between residual income and passive income?

    Learn how passive income helps pay the bills with little work involved. Determine how residual income affects your ability ...
  20. Can you realize capital gains on intangible property?

    Learn more about capital gains and losses and how they may apply to intangible assets. Find examples of intangible assets ...
  21. What are some ways to increase your disposable income?

    Learn what disposable income is and how you can increase your disposable income by working a second job, starting a small ...
  22. What are the differences between a revocable trust and a will?

    Investigate the choice between a revocable trust and a traditional will and how their unique advantages can match asset management ...
  23. What happened to Bernard Baruch's estate after his death?

    Learn what became of financier Bernard Baruch's multimillion dollar estate upon his death in 1965, and learn about his philanthropic ...
  24. Effective Tax Rate

    The effective tax rate is the average rate at which an individual or corporation is taxed per year.
  25. Irrevocable Trust

    In an irrevocable trust, the grantor gives up the right to revise, amend or terminate the trust without the permission of ...
  26. Who benefits the most from prepaid expenses?

    Learn who benefits most when expenses are prepaid. Individuals and businesses often make payments, such as rent or insurance, ...
  27. What deductions, credits and exemptions depend on gross income calculations?

    Understand what deductions, exemptions and tax credits are dependent on the gross income calculation and how these determine ...
  28. What are the differences among gross income, adjusted gross income and modified adjusted gross income?

    Discover how calculating total taxable income is easier when gross income, adjusted gross income and modified adjusted gross ...
  29. Can trust funds be activated before the grantor intended?

    Trust law gives the grantor specific rights over the release of assets and therefore it is not possible to change the stipulations ...
  30. What are the keys to setting up a trust fund?

    Setting up a trust to secure your assets for a beneficiary allows you to set the terms under which the beneficiaries are ...
  31. Capital Gain

    Capital gain refers to the increase in value of a capital asset or an investment security upon sale. In other words, if you ...
  32. How are fringe benefits calculated?

    Discover how employers can account for and calculate fringe benefits, including benefits that may not have an obvious dollar ...
  33. World Cities With The Highest Quality Of Life

    Cities that usually top quality of life surveys have similar characteristics – they are usually midsized, with populations ...
  34. Can 529 plans be used to transfer wealth to other family members if the original beneficiary does not use the money?

    Yes, the 529 plan (also known as a "qualified tuition program") allows you to distribute and roll over funds from one 529 ...
  35. 529 Risks to Take (Or Not)

    Six risks to take into consideration when you're managing the 529 plan that lets you put away tax-advantaged money to help ...
  36. Top Companies That Manage 529 Plans

    Planning to open a 529 plan? Check out our roundup of top-rated providers and what makes them special. Then see what works ...
  37. Can high-income earners deduct yearly defined-benefit plan contributions of over $100,000?

    At a very high income level (say from $300,000 plus per year), you may be able to contribute and deduct the $100,000 contribution ...
  38. Investing In Your Child's Education

    Overwhelmed by increasing tuition costs for your kids? The U.S. government can help.
  39. Combining Your Plan Assets? Not So Fast!

    You might reduce the costs of maintaining more than one account, but you could also be forfeiting tax benefits.
  40. How To Plan For The Charitable Giving Boom

    Of the $58 trillion that will be passed over the next several decades, $26 trillion could go to charity. Here's how to plan ...
  41. 6 Tax Myths Everyone Should Know

    There are many tax myths that have grown out of general tax confusion. Learning about them can help you avoid costly mistakes.
  42. The Christmas Saints Of Wall Street

    Learn how some of world's richest people spread holiday cheer year-round.
  43. Cost Basis Basics

    The term "cost basis" refers to the original value of a security you own. When you sell a stock, bond or mutual fund, you ...
  44. 3 Financial Tasks We Think Are Harder Than They Really Are

    Use these three tips to help put your financial situation into perspective. It turns out, organizing your finances isn't ...
  45. Know Your Stock Cost Basis

    Understanding equity cost basis is critical for tracking the gains or losses of an investment.
  46. Simplify Your Portfolio

    Faced with an overabundance of choices, many investors forget to stick to the basics.
  47. Budgeting As A Single Parent

    Here are some tips to help single parents raise their kids on a more comfortable budget.
  48. Protect Your Personal Assets

    A family limited partnership (FLP) can go a long way toward securing your family's property.
  49. 6 Ways To Lose Your Estate

    Find out why you shouldn't put off putting your affairs in order.
  50. Are Hybrid Vehicles Worth The Extra Cost?

    Hybrids will save you money on gas, but with their list prices being much higher than non-hybrids, you may want to do the ...
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Hot Definitions
  1. Drawdown

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

    A transaction that can cancel out a forward contract that has the same value date.
  3. 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 ...
  4. Solvency

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

    A reduction in the ownership percentage of a share of stock caused by the issuance of new stock. Dilution can also occur ...
  6. Agency Problem

    A conflict of interest inherent in any relationship where one party is expected to act in another's best interests. The problem ...
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