High Net Worth Tax Strategy

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  1. Bracket Creep

    A situation where inflation pushes income into higher tax brackets. The result is an increase in income taxes but no increase ...
  2. Special Needs Child

    Children who have been determined to require special attention and specific necessities that other children do not. The state ...
  3. Dividend Imputation

    An arrangement in Australia and several other countries that eliminates the double taxation of cash payouts from a corporation ...
  4. Stock Savings Plan

    In Canada, a plan wherein certain provinces (such as Alberta, Ontario and Quebec) provide tax credits for provincial income ...
  5. 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 ...
  6. Charitable Donation

    A gift made by an individual or an organization to a nonprofit organization, charity or private foundation. Charitable donations ...
  7. Backup Withholding

    Tax that is levied on investment income, at an established tax rate, as the investor withdraws it. Backup withholding helps ...
  8. 501(c)

    A subsection under the United States Internal Revenue Code. The subsection relates to non-profit organizations and tax law ...
  9. 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 ...
  10. Exchange Fund

    A stock fund that allows an investor to exchange his or her large holding of a single stock for units in a portfolio. Exchange ...
  11. Locked In

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

    A non-refundable tax credit for unreimbursed childcare expenses paid by working taxpayers. The Child and Dependent Care Credit ...
  13. Nonpassive Income And Losses

    Any income or losses that cannot be classified as passive. Nonpassive income includes any type of active income, such as ...
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Hot Definitions
  1. Nostro Account

    A bank account held in a foreign country by a domestic bank, denominated in the currency of that country. Nostro accounts ...
  2. Retirement Planning

    Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve ...
  3. Drawdown

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

    A transaction that can cancel out a forward contract that has the same value date.
  5. 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 ...
  6. Solvency

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