Capital gains taxes

Officials hope to peg capital gains to inflation before the president faces reelection.

A lump-sum distribution for net unrealized appreciation on employer stock can slash a tax bill in half, but there’s plenty of fine print.

Rather than developing a new family of ETFs, the asset manager created them as a share class within its existing mutual funds.

Capital gains tax rates are not just taxed at a single, more favorable, rate anymore.

Use this checklist to help clients avoid the bill from surprise capital gains distributions.

Dividend tax rate cuts in 2003 had no impact on C- and S-corporation spending, an economist found.

Advisors must be wary of “making permanent decisions based on a temporary law,” an expert says.

Clients may be compelled to sell their shares as nearly 90% of the products have experienced losses this year.

One option for the higher earning spouse is to use an IRA as payment.

As a sustained bull run has made portfolios swell, managing the tax bill on those gains has become increasingly vital.