Senate Tries to Hurt Capital Gains Management
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We’ve been waiting to see what our congressmen and women are going to decide for our 2018 tax law. As we’ve already entered the holiday season and can see the new year in sight, they are certainly cutting it close. … Read More

Why Would You Intentionally Realize Capital Gains?
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When you sell an investment that has appreciated, the IRS looks at your tax rate and taxes the gains accordingly.

Why You Should Give Appreciated Stock Instead of Cash
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Giving appreciated stock not only allows you to support your favorite charity but also avoid paying capital gains tax on your gifted stock.

Gifting Appreciated Stock To Family Members
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For children with lower incomes, there is an opportunity to give them appreciated stock to shift the capital gains to a lower tax bracket.

What Capital Gains Is Owed For The Sale Of Gifted Stock?
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It is better to leave stock to a family member in your estate plan than to gift them the stock while you are alive.

How to Intentionally Realize Capital Gains
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Careful tax planning can avoid much of the capital gains tax.

Radio: Knowing When to Realize Capital Gains
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David Marotta was interviewed on the radio discussing how to figure out know when to realize capital gains and how much to realize when you do.

Fourteen Ways to Avoid Paying Capital Gains
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The capital gains tax traps wealth in an investment vehicle requiring special techniques to free the capital without penalty.

Capital Gains Tax Gets More Complicated
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Now you may pay one of at least four different capital gains rates. The strategies to deal with capital gains differ for each level.

Realize Some Capital Gains Each Year To Keep Taxes Low
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There are at least four different capital gains tax rates. Here’s how to minimize yours.

Gift Tender Offers To Charity To Avoid Capital Gains Tax
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This technique can avoid paying any tax, a savings worth up to 36.1%.

Rules For Selling Highly Appreciated Stock
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Now that the Bush tax cuts have expired and Obamacare will add additional tax burdens, many people need to think twice before realizing a large gain on their investments.

How Shrewd Investors Save on Taxes
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You can use both investment losses and investment gains to good tax advantage.

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