Capital gains taxes

There are no tax-free exchanges of artwork, but there are ways to spread out the capital gains tax over many years through the use of trusts.

Deferral of taxes is the name of the game when it comes to eeking out extra profits.

More art than science, financial advisors can face difficulty in determining what constitutes a "substantially identical" security.

While a securities-based loan is more commonly used to buy a fancy house or take a dream vacation, it's also an underused strategy for some affluent investors to pay large tax bills.

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.