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The bill, which would tax unrealized gains, is not part of the tax and climate deal announced earlier this week.
July 28 -
Biden’s 2023 budget could be DOA, but advisors still have to shepherd clients tired of yet another round of talk about tax increases.
April 3 -
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."
March 28 -
The $2.6 billion Miami firm is the largest independent advisor yet to take advantage of the U.S. territory’s incentives.
March 27 -
Affluent investors who have maxed out their retirement plan contributions hold target date funds in taxable brokerage accounts.
March 17 -
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.
March 15 -
It's counterintuitive, but basic short selling can boost the after-tax return on an entire retirement portfolio.
February 22 -
The ability to deduct the full value of the stock and avoid capital gains taxes is lesser-known by rich investors and many advisors.
December 21 -
Democrats’ tax bill would slash in half the tax benefits of founder stock, but a potential workaround exists.
December 7 -
Many proposals for tax hikes on the wealthy haven't materialized, leaving investors with trusts, gifts or sales that might now seem hasty — or not.
December 2