Tax planning

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.

The recent change in presidency is set to bring about substantial changes in the way high-net worth individuals are taxed in relation to capital gains.

The near doubling of the capital gains tax rate would have a large impact on the net profit from any sale of any capital asset.

It’s counterintuitive, but the cash benefit of delaying payouts can outweigh rate increases, thanks to compounding over time.

Advisors will walk a fine line as they reinforce fundamentals while leveraging market and tax-policy uncertainty, says Clayton Bland of CliftonLarsonAllen Wealth.

The proposed changes are worrying investors and their tax advisors, especially the possibility of making them retroactive.

Group of Seven leaders are expected to endorse a plan to plug holes in the world’s leaky tax system when they meet this weekend.