Capital gains taxes

Tax returns released by his campaign show he made over $4.2 million in capital gains and took a $4.8 million deduction, paying taxes on $5.9 million in income.

Financial advisors can delight their newest customers by steering them away from the typical traps, deploying new strategies and using technology, experts said.

State tax rates on capital gains vary across the country.

President Joe Biden's budget proposal — which calls for sweeping tax increases on corporations and the wealthy — is the opening round of a looming tax fight.

Leaving Washington state, which in 2022 introduced a 7% tax on capital gains, could have saved Bezos $288 million in taxes after he unloaded $4 billion of Amazon.com stock in the past week.

Investors have a wealth of options for putting their capital gains to work through this program.

Money manager Brian Heywood has already spent nearly $7 million of his own money to get six ballot initiatives in front of Washington State voters this November, half of them tied directly to taxes.

There are no tax-free exchanges of artwork, but there are ways to spread out the capital gains tax over many years through the use of trusts.

Deferral of taxes is the name of the game when it comes to eeking out extra profits.

More art than science, financial advisors can face difficulty in determining what constitutes a "substantially identical" security.

While a securities-based loan is more commonly used to buy a fancy house or take a dream vacation, it's also an underused strategy for some affluent investors to pay large tax bills.

Many funds that are down double-digits this year will distribute capital gains to shareholders, with some as high as 40% or more of the net asset value of the portfolio.

Gaining clarity on "hard forks" and "airdrops" is a must as investors struggle to tally their losses in the aftermath of the Terra-driven crypto market crash.

The bill, which would tax unrealized gains, is not part of the tax and climate deal announced earlier this week.

Biden’s 2023 budget could be DOA, but advisors still have to shepherd clients tired of yet another round of talk about tax increases.

Under Biden’s plan, the tax would apply to households worth more than $100 million who do not already pay 20% tax on their “full income."

The $2.6 billion Miami firm is the largest independent advisor yet to take advantage of the U.S. territory’s incentives.

Affluent investors who have maxed out their retirement plan contributions hold target date funds in taxable brokerage accounts.

The bull market has made many wealthy clients overweight in single stocks. Here’s what they can do to diversify their retirement nest eggs and cut taxes.

It's counterintuitive, but basic short selling can boost the after-tax return on an entire retirement portfolio.