Latest
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Four Clever and Tax-Efficient Ways to Ditch Concentrated Stock Holdings, From a Financial Planner
Holding too much of one company's stock can put your financial future at risk. Here are four ways you can strategically unwind such positions without triggering a massive tax bill.
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The Risks of Forced DST-to-UPREIT Conversions, From a Real Estate Expert
Some new Delaware statutory trust offerings are forcing investors into 721 UPREIT conversions at the end of the hold period, raising concerns about loss of control, limited liquidity, opaque valuations and unexpected tax liabilities.
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Another State Eliminates Capital Gains Tax in 2025: What’s Next?
Capital Gains Could a major tax shift in one state be an example for other states to follow?
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No Capital Gains Tax on Home Sales Coming Soon? What You Need to Know
Tax Policy Capital gains taxes are back in the spotlight. This time, the chatter on Capitol Hill has to do with rising home prices.
Tax Policy -
Capital Gains Tax Exclusion for Homeowners: What to Know for 2025
Tax Breaks The IRS capital gains home sale exclusion can be a valuable tax-saving tool if you're eligible.
Tax Breaks -
Opportunity Zones: An Expert Guide to the Changes in the One Big Beautiful Bill
The law makes opportunity zones permanent, creates enhanced tax benefits for rural investments and opens up new strategies for investors to combine community development with significant tax advantages.
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'Unprecedented' Private School Voucher Tax Credit in Trump's Megabill
Tax Credits The so-called ‘One Big Beautiful Bill’ is now law, and one provision calls for a major tax break for private school donors.
Tax Credits -
Retiring Early? This Strategy Cuts Your Income Tax to Zero
When retiring early, married couples can use this little-known (and legitimate) strategy to take a six-figure income every year — tax-free.
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Ask the Editor, May 16 — Reader Questions on Capital Gains
In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers three questions from readers on capital gains.
