Capital gains taxes

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.

The ability to deduct the full value of the stock and avoid capital gains taxes is lesser-known by rich investors and many advisors.