High Net Worth Tax Strategy

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  1. Pay Taxes Like A Billionaire

    The richest people know the ropes when it comes to paying as little in taxes as possible. Find out how you can do the same. ...
  2. Estate Planning: 16 Things To Do Before You Die

    Find out what you need to prepare to avoid serious estate planning mistakes.
  3. Charitable Contributions Deduction

    One of the itemized deductions available for taxpayers who donate to charity. The Charitable Contributions Deduction allows ...
  4. A 529 Plan Fit For An Ivy League Education

    The Independent 529 plan offers a unique investment for those wanting to send their kids to the best colleges in the U.S. ...
  5. How And When To Switch Your 529 Plan

    Just as with any investment, you should review your plan to make sure it's meeting your needs.
  6. Non-Cash Contribution Rules Could Cut Returns

    Higher standards for certain contributions could mean smaller deductions for you.
  7. It Is Better To Give AND Receive

    You give to benefit others, but there can be perks for you too.
  8. Get A Step Up With Credit Shelter Trusts

    Don't let unexpected taxes eat away at your inheritance or burden your heirs.
  9. A Multipurpose Future Planning Tool

    Overfunded variable universal life insurance policies can be an all-in-one financial solution.
  10. Can I contribute to both a 529 plan and a Coverdell education savings account?

    You can contribute to both, and when your child is ready to attend college, as colleges do accept payments from both. There ...
  11. 9 Ways To Use A Tax Refund

    How do you plan to spend your refund this year? We provide some smart suggestions.
  12. Top 10 Solutions For A Big Tax Bill

    Ignoring a big tax bill will only increase your pain. Fortunately, there are ways to diffuse the tax time bomb before it ...
  13. 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: ...
  14. 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 ...
  15. Recognized Loss

    When an investment or asset is sold for less than its purchase price. Recognized losses may be reported for income tax purposes ...
  16. Stock Savings Plan

    In Canada, a plan wherein certain provinces (such as Alberta, Ontario and Quebec) provide tax credits for provincial income ...
  17. 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 ...
  18. Automatic Savings Plan

    A type of personal savings system in which the plan contributor automatically deposits a fixed amount of funds at specified ...
  19. Estate Freeze

    An asset management strategy whereby an estate owner aims to transfer assets to his or her beneficiaries without tax consequence. ...
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Hot Definitions
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