To be tax-smart about giving to individuals, givers have to be mindful of the IRS annual gift-tax exclusion, which is $18,000 in 2024 and $19,000 in 2025. A person can give that amount to as many ...

Less than two weeks remain to tax-loss harvest your losing stocks, and it's not as easy as it may look. The easy part of tax-loss selling is getting rid of a loser by Dec. 31. So long as you hold the ...

I’m still amazed at the comparison of this market to the pre-2000 dot-com bubble, since there are real earnings now versus ...

Musk, the billionaire CEO of Tesla Inc. (TSLA) and a major Trump donor, has fired back at critics who charge that Republicans have crowned him as an unelected co-president, writing on the social-media ...

Mergers and acquisitions (M&A) of private companies are complicated, time-consuming, and stressful. The CEO and management ...

Consider purchasing an ETF if you sold a stock for a loss and want to repurchase it without violating the wash sale rule. The ...

First, it is important to understand when the original account owner passed away, and whether the owner was taking RMDs ...

Big holiday shopping sprees are still a popular tradition — with online spending between Thanksgiving and Cyber Monday ...

Capital gains taxes apply when you sell an asset, like stock, for more than you paid. In Susan's case, if she sells Palantir ...

But when it's time to do taxes, it turns out a high wage income can be cumbersome, according to financial advisers. In fact, a big income on a W2 form can be "the worst tax deal in America," as ...

Prior to 2018, investors could deduct some or all of their investment advisory fees on their federal tax returns. The Tax Cuts and Jobs Act of 2017, effective for tax years 2018 to ...