If your mutual fund surprised you with an unexpected tax bill this holiday season, you’re stuck with it.
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Your Mutual Fund’s Unwelcome Gift
Tag Archives: Capital Gains Tax
Gifting Family Assets Creatively
There are many creative ways to give gifts of lasting value, during the holidays and all year, too.
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Tax Reform 2.0: Indexing Capital Gains
Indexing capital gains taxes for inflation sounds cumbersome and inequitable, but it doesn’t have to be either.
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A Catch-22 For Opportunity Zone Investors
Investors in Qualified Opportunity Zone funds should demand diversification, but funds can’t diversify without first attracting investors.
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