Tax strategies

Will the giant tax incentive thrive as a tool to defer, minimize and eliminate capital gains tax?

ABLE accounts make it feasible for the disabled individual to express what they would like to do — and what they would like for themselves.

The IRS has blessed at least one approach to getting around the TCJA limitation — the entity-level tax.

A Treasury Department spokesperson gave an answer that provides clarity for advisors with affluent clients.

The $1 million threshold at which the 23.8% capital gains rate would nearly double has sparked questions — and a strategy for some well-paid professionals.

Experts and leading practitioners are looking at ways to mitigate the possible affect of the legislation from a tax perspective.

Most advisors don’t know about the tax benefit for qualified small business stock, which can put millions of dollars tax-free into an entrepreneur-client’s bank account.

Sure, you might have to actually pay U.S. taxes on those crypto trades. But at least it will be easier to figure out how much you owe.

IRS regulations are complicated, conflicting and rife with gray areas, but clients are still deluging advisors with questions about how Peter Thiel's strategy could work for them.

New reports indicate 497 high-income taxpayers had over $150 million in their individual retirement accounts, and nearly 25,000 taxpayers had aggregate IRA account balances of $5 million or more.