There’s an important capital gains tax exclusion you might qualify for if you sell your home. The exclusion is worth up to ...

Tax rules for wealth transfers and investment profits are shifting in 2026, and the changes are unusually generous. Bigger ...

Investors who sell an investment at a profit in a taxable account incur a capital gain that they must report on their tax returns. For investments held longer than one year, the long-term capital ...

When you earn money, the IRS is usually entitled to a portion of it. Just as you pay taxes on wages, you also pay taxes when you make money from your investments. There are different ways your ...

The "in-kind" method allows investors to diversify highly appreciated stock without handing over a chunk of the profit to the ...

Tax-loss harvesting's overlooked cousin can pay off for clients with low-earning years, concentrated positions or UTMA ...