From collectibles rules to capital gains, gold investors could face unique tax hurdles this tax filing season.

If you’re a high-income earner or someone with a diverse investment portfolio, there’s a little-known tax that can have a significant impact on your taxes that is often overlooked – the Net Investment ...

Forbes contributors publish independent expert analyses and insights. I cover the intersection of state & federal policy and politics. May 28, 2025, 07:59am EDT May 28, 2025, 02:15pm EDT The Texas ...

Improving tax efficiency can help investments grow faster over time. Learn how taxes affect returns and what steps investors ...

Taxpayers invest to make money and hope to earn a decent return on their investments. Tax-loss harvesting can be used as part of a taxpayer’s overall investment strategy without affecting investment ...

Financial advisors and clients seeking to boost the tax savings available through loss harvesting may consider an increasingly popular leveraging strategy known as the "long-short" method. Processing ...

It’s a simple question that we do not often hear from advisors to taxable ultra-high-net-worth individuals when discussing investment opportunities. Projected tax liabilities from investments can be ...

On June 11, 2025, Senator Catherine Cortez Masto (D-NV) introduced S.2022, titled the Tribal Tax and Investment Reform Act of 2025 (the Bill). 1 The bipartisan Bill, co-sponsored by Senator Lisa ...

As I have shared in the past, real estate is one of the most popular alternative assets allowed in self-directed IRAs. There is one aspect of real estate investment that people may not realize they ...

Managing portfolios that are growing in real value while showing paper losses for tax purposes requires precision, and when done right, it can significantly reduce a client’s tax bill. This ability to ...