Put options and charitable remainder trusts are among the strategies for reducing the risk in a concentrated stock holding.

Biden’s capital-gains rate of 43.4% would reduce federal revenue. He wants to raise the rate on capital gains so high that it would leave everyone worse off. The president’s tax proposals would alter ...

Bipartisan support is growing to double the capital gains tax exemption for home-sale profits. The existing caps haven't ...

No one was expecting a quiet Budget and so it proved, Rob Morgan, of Charles Stanley Direct, explains what savers and ...

Chancellor Rachel Reeves has outlined tax-raising measures worth £26bn by the end of the parliament, in an autumn budget ...

Tribunal directed AO to maintain uniformity among co-owners in computing capital gains. While circle rate under section 50C applies, the cost of acquisition should follow the previously accepted ...

The bruised government wants to change the narrative. So, the budget will offer some concessions. These are likely to include ...

If you're looking to keep more cash in your wallet, it's worth understanding how the 0% federal tax rate on long-term capital gains works and what it takes to qualify in 2026. This isn't just about ...

Every year, the IRS adjusts certain tax thresholds and amounts to keep pace with inflation, and this year is no different. In addition to new tax brackets and higher standard deduction and estate ...

Much of the attention surrounding the recent November 4 elections centered on key races in states including New York, New Jersey, and Virginia. However, Texas voters made a move of their own, ...

If mutual funds sold securities and realized gains, those gains need to be distributed to shareholders of record. Those distributions usually occur in November and December. It’s hard to estimate how ...