The Bird in Hand Theory highlights the preference of investors for certain dividends over uncertain capital gains.
A tax imposed on the sale of an asset, negatively affecting your vacation fund.
Understanding Capital Loss Carryover with a touch of humor
The backbone of capital gains - understanding your asset's starting point!
Understanding the De Minimis Tax Rule and its implications on discount bonds.
Understanding the ins and outs of Depreciation Recapture with humor.
Form 2439 helps investors keep track of undistributed long-term capital gains and tax responsibilities with a sprinkle of humor.
Understanding Form 4797: Your Ticket for Reporting Sales of Business Property with a Side of Humor
Everything you need to know about Form 6252 and installment sales—without any boring tax talk!
A fun look into the IRS Form 8949 to report your capital gains with a touch of humor!
An overview of growth stocks, their characteristics, and how they differ from value stocks.
Income generated from various investments, including interest, dividends, and capital gains.
A tax-deferral strategy for swapping similar assets without incurring immediate capital gains tax.
Understanding the concept and benefits of long-term capital gains and losses.
Understanding Ordinary Dividends in the stock market.
A once-popular tax law providing capital gains exclusion for homeowners over 55, now replaced but rich in history.
A payment of an investor's principal amount, not considered taxable income.
A humorous take on the tax benefits of selling Section 1231 property!
Tax implications for gains from the sale or transfer of depreciable property.
A shareholder is an individual or entity that holds shares in a company, bearing both the potential for profits and risks, while enjoying certain rights in the company.
Step-Up in Basis: Adjusting Inherited Assets for Tax Purposes
A ground-breaking law aimed at tax simplification and equity in the United States.
Learn how tax selling cleverly helps investors lower their tax burdens like a magician with their disappearing act!
