High Net Worth Tax Strategy

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  1. 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 ...
  2. 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 ...
  3. Wealth Creation: 5 Best Places for the Long Term

    If you want to build sustainable wealth, where you choose to hang your hat can have a significant impact on your success. ...
  4. Why Estate Planning Is Easier Than You Think

    When done properly, estate planning ensures that your beneficiaries receive your assets in a way that is controlled by you. ...
  5. Mistakes to Avoid When You Own Life Insurance

    How to avoid some common mistakes that can cause tax and inheritance problems when you own life insurance.
  6. Is Captive Insurance a Legitimate Tax Shelter?

    Captive insurance companies are legitimate tax structures, but pose risks as tax shelters. Still, they can have financial ...
  7. The Tax Speech That Could Elect President Donald J. Trump

    Trump hasn’t disclosed his taxes. He hasn’t even paid them, as best we know. Here’s how he could make political lemonade ...
  8. Disposable Income

    The amount of money that households have available for spending and saving after income taxes have been accounted for. Disposable ...
  9. Realized Gain

    A gain resulting from selling an asset at a price higher than the original purchase price. Realized gain occurs when an asset ...
  10. Unrecaptured Section 1250 Gain

    A type of depreciation-recapture income that is realized on the sale of depreciable real estate. Unrecaptured Section 125 ...
  11. Should a Family Trust Account Be Part of Retirement Planning?

    Many people think family trusts are only for the very wealthy, but if your retirement assets exceed $500,000, you may want ...
  12. Total Return

    When measuring performance, the actual rate of return of an investment or a pool of investments over a given evaluation period. ...
  13. Exemption

    A deduction allowed by law to reduce the amount of income that would otherwise be taxed. An exemption is based on a status ...
  14. Who's Getting Richer? Hardly Anyone

    Federal 'economic gains' mask the truth: Most Americans are doing worse, with average incomes in 2014 smaller than in 20 ...
  15. Why High Net Worth Women Need a Wealth Manager

    Hiring a wealth manager is something any high net worth individual should consider, but it's particularly important for affluent ...
  16. 8 IRS Red Flags for Private Family Foundations

    IRS rules are extremely complex and can prohibit acts that seem – or even are – totally fair and even commonsensical. Here's ...
  17. Philanthropy

    Charitable giving to human causes on a large scale. Philanthropy must be more than just a charitable donation; it is an effort ...
  18. Assets the Ultra-Rich Use for Reducing (or Avoiding) Taxes

    Paintings, oil wells and yachts can get great tax write-offs for their wealthy owners. All it takes is some smart gaming ...
  19. Panama Papers: What Advisors Need to Know

    Here is how clients may be impacted by some of the issues brought to light by the Panama Papers.
  20. Donald Trump’s Right That the Game Is Rigged – for Him to Make Money by Running

    Here’s how The Donald games election law to spin glitz into cash.
  21. Should University Endowments Be Taxed?

    Some politicians are calling for universities to pay taxes on their massive endowments. Should they?
  22. 3 Federal Income Tax Facts You Didn't Know

    Learn about three federal income tax facts that most Americans may not know from one of the most trusted financial resources ...
  23. What If You Were Taxed Like a Multinational?

    Oh, the money you'd save. Something to think about as you fill out your own taxes, which aren't getting a tax holiday from ...
  24. Panama Papers Tip of the Iceberg: Congress Aids Tax Cheats & Terrorists

    Never mind the Panama Papers. America has its own ‘State Thieves, Embezzlers And Liars (STEAL) Protection Acts’ that can ...
  25. Income Relating: Now It Applies to Medicare

    You can retire, but you can never retire from income tax planning.
  26. How SparkGift Works and Makes Money

    If you are looking to find a way to give the gift of stocks or index funds to friends or family then look no further than ...
  27. These Are the 5 Financial Products/Services the Ultra-Rich Care About

    Learn about the financial products and services that wealthy individuals make use of to cater to their planning and wealth ...
  28. 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 ...
  29. Are UTMA accounts escheatable?

    Find out whether your UTMA account can be escheated, the basics of escheatment and who is responsible for maintaining account ...
  30. 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 ...
  31. 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.
  32. 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 ...
  33. 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, ...
  34. What are the limitations of 529A accounts?

    Learn the limitations of 529A plans, such as tax consequences and penalties, limited investment options, irrevocable contributions ...
  35. 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 ...
  36. 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 ...
  37. 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 ...
  38. 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 ...
  39. 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 ...
  40. 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 ...
  41. 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 ...
  42. 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 ...
  43. 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 ...
  44. 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 ...
  45. 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 ...
  46. 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 ...
  47. 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, ...
  48. 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 ...
  49. 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 ...
  50. 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 ...
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