Category: Investment Planning & Tax Savings

You can give an amount not to exceed $13,000 to each one of your children, up to $52,000 per family without filing a gift tax return. You must file Form 709, if the amount...

This tax is intended to target individuals with a high gross income, usually higher than $75,000, who are subject to deductions from state and local taxes, incentive stock options, sales and property taxes, miscellaneous...

Tax Dividends – Guide On Dividends Taxation There are rules that reduce the tax rate applied on dividends. Usually, dividends are taxed as ordinary income. If an investor holds the stock for a long...

Fund Investments – Mutual Funds If you decide to have your money invested in mutual funds, you may take into consideration the tax income you may pay for the transactions made inside the fund.The...

Incentive Stock Options Exercising Them Properly! With this incentive stock option, once your employer provides you with a summary plan and you sign the agreement, you are entitled, under the plan, to exercise your...

The market discount is the difference between the acquisition price and the accreted value of a bond. Usually it occurs when you buy a bond in the secondary market. Market discount Tax Deductions If the...

Many companies decide to grant their employees with the option to purchase shares of a stock. You may choose to exercise this option and expect a potential increase in value of the stock. Non-Qualified...

In a short sales investment, your intention is to register profit by selling assets that you do not own, usually securities. Later, you will buy identical assets and return them to the lender.If the...

In order to lower income taxes, investors are interested in claiming capital loss on their tax returns. The IRS has specific rules on capital losses claims.You are not allowed to claim tax deduction on...