Anyone who has run a business of any size understands how confusing and, at times, complex the tax code can seem. So deferred tax assets (DTAs) can be challenging. However, understanding them is ...

A deferred sales trust (DST) is an advanced tax strategy that allows investors to delay capital gains taxes on the sale of assets that have significantly risen in value, such as real estate or ...

Portions of this article were drafted using an in-house natural language generation platform. The article was reviewed, fact-checked and edited by our editorial staff. When it comes to investing, it’s ...

When addressing the significant tax obligations clients may incur from the sale of real property, the 1031 tax-deferred exchange is an effective strategy by which to defer capital gains and build net ...

Compare tax relief providers that match your needs. Find Tax Experts Reduce your tax burden now When investing, it's critical to consider how taxes will impact your earnings. The goal is to minimize ...

Retirement accounts offer tax incentives to help you save money on your tax bill and grow your investment accounts. But while tax-deferred accounts and tax-free accounts have some similarities, they ...

Many business owners eventually face the question of how their investments should be taxed. Choosing between tax-free, tax-deferred and taxable options — or blending them — can shape how your money ...

Our guest for the video “Best Practices for Tax-Efficient Portfolio Management” is Michael Kitces. He is a financial planning expert and the head of planning strategy for Buckingham Strategic Wealth, ...

Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation. And it’s one you can arrange by keeping at least ...