Because bonds can be purchased either individually or through a bond fund, it is essential that distinctions are drawn between the two since they are mechanically different.
Real Estate Investors have an opportunity for temporary and permanent tax deferral with Qualified Opportunity Zones. QOZs may allow real estate investors to leverage more of their dollars in a tax advantageous investment.
Ten implementation issues are identified in this article and the status of them are listed with a further discussion of the finalized implementation issues detailed.
A custodial Roth IRA is a retirement savings account funded with post-tax dollars for individuals under the age of 18.
The final bill for US tax reform, titled Tax Cuts and Job Acts (TCJA), was agreed upon by the congressional committee. It was approved by the House and Senate on Dec. 20, 2017 and signed by the President on Dec. 22.
Your entire charitable deduction hinges on meeting the tax filing requirements including timely meeting the Qualified Appraisal requirement. This article covers the basic concepts.
Private foundations allow families to maintain direct control over the foundation’s investments and charitable activities. This article discusses five transactions private foundations should avoid.
Nonqualified Stock Options (NSOs) are the most commonly used form of stock option. NSOs do not qualify for special tax treatments like incentive stock options, but they also have less restrictive provisions under the tax law.
A publicly traded partnership can be an excellent investment choice, but as with most investment options, there are both benefits and possible complications for the investor.
Hedge funds are a popular form of investment. This article looks at what a hedge fund is, some of its advantages and a few tax implications you should be aware of.
