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Your Investment Lost Money Last Year. So Why the Big Tax Bill?

Tax-sheltered accounts don’t replace these social jewels. But if you work for a living, or have done so, and want to live reasonably well in the current world, you will […]










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Nonprofits Get a New Type of Donation: Cryptocurrency

Still, she said, there are plenty of resources, like the Giving Block, that allow people to donate cryptocurrency and nonprofits to receive it safely and relatively easily.Donor-advised funds, which allow […]




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How Private Equity Firms Avoid Taxes

There were two weeks left in the Trump administration when the Treasury Department handed down a set of rules governing an obscure corner of the tax code.Overseen by a senior […]




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ProPublica Report Has Congress Rethinking How to Tax Superrich

WASHINGTON — A jaw-dropping report by ProPublica detailing how America’s richest men avoided paying taxes has intensified interest in Congress, even among some Republicans, in changing the tax code to […]




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Biden Tax Proposal Keeps Financial Advisers Busy

Mr. Biden has cleared up some issues for the middle class in his proposal. He has recommended an exemption of $1 million on the capital gains of assets transferred to […]




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Booming Stock Market Helps California Bounce Back from Pandemic

In the early days of the pandemic, no one would have looked to the stock market for salvation. From February to late March last year, the S&P 500 suffered one […]




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With Higher Taxes Possible, Here’s What to Do Now

Some tax issues will play out later this year. One of them involves individuals who own businesses and pay the self-employment tax. They pay 12.4 percent of their income in […]




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The Estate Tax May Change Under Biden, Affecting Far More People

Tax policy used to be fairly boring and predictable. But in the past decade, it has become dynamic in a way that tax advisers don’t like: It changes with the […]