High Net Worth Tax Strategy

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  1. What options do I have to save for my child's education?

    There are numerous options available to invest savings for a child's education: State-sponsored "529" college savings plans: ...
  2. Ordinary And Necessary Expenses - O & NE

    Expenses incurred by individuals for their business or primary employment. "Ordinary and necessary" expenses are categorized ...
  3. Married Filing Separately

    A filing status for married couples who choose to record their respective incomes, exemptions and deductions on separate ...
  4. Underpayment Penalty

    A tax penalty enacted on an individual for not paying enough of his or her total estimated tax and withholding. If an individual ...
  5. Recognized Gain

    When an investment or asset is sold for an amount that is greater than what was originally paid. Recognizing gains on an ...
  6. Recognized Loss

    When an investment or asset is sold for less than its purchase price. Recognized losses may be reported for income tax purposes ...
  7. Return On Capital Gains

    The return that one gets from an increase in the value of a capital asset (investment or real estate). The return on capital ...
  8. Stock Savings Plan

    In Canada, a plan wherein certain provinces (such as Alberta, Ontario and Quebec) provide tax credits for provincial income ...
  9. Constructive Sale Rule - Section 1259

    A section of the Internal Revenue Code that expands the types of transactions that are considered to be sales and are subject ...
  10. 501(c)

    A subsection under the United States Internal Revenue Code. The subsection relates to non-profit organizations and tax law ...
  11. Zero Capital Gains Rate

    The capital gains tax rate of 0% that is charged to individuals who sell property in an "enterprise zone". The zero capital ...
  12. Locked In

    A situation where an investor is unwilling or unable to exit a position because of the regulations, taxes or penalties associated ...
  13. Child And Dependent Care Credit

    A non-refundable tax credit for unreimbursed childcare expenses paid by working taxpayers. The Child and Dependent Care Credit ...
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Hot Definitions
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