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DARK SECRETS: 10 | Rare Historical Photos

7 Tax Thresholds That Hit Harder Than Marginal Rates

When we talk about taxes, we usually obsess over the marginal brackets—12%, 22%, or 24%. We fear moving into a higher bracket, forgetting that marginal...

Saving Advice

2026's Tax Trifecta: The Rural OZ Bonus and Your Month-by-Month Execution Calendar

Real estate investors can triple their tax step-up with rural opportunity zones this year. This month-by-month action plan will ensure you meet the deadlines.

Kiplinger

Taxes May Be a Certainty, But the Amount You Pay Doesn't Have to Be

Don't wait until Tax Day to start exploring your options. Take some steps throughout the year, and you may be pleasantly surprised.

Kiplinger

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5 Tax Strategies That Matter More Than Deductions

Discover some top 2026 tax strategies. These income timing, retirement planning and smart investing moves could help cut taxes and grow long‑term wealth.

GOBankingRates

New California Wealth Tax Heads to the 2026 Ballot: Who Would Pay, What's at Stake and What Happens Next

A proposed tax on extreme wealth in California is moving closer to voters. Here's what it means for high earners and others in the Golden State.

Kiplinger

Australian billionaires increased their wealth by almost $600,000 a day on average over last year, report shows

Data collected by Oxfam shows 48 billionaires hold more wealth than bottom 40% of the population – 11 million people – combined

The Guardian - AU

The ‘Legacy’ Lock-In: 5 States Passing New Laws to Help Families Pass Down Homes Without Tax Penalties

In many families, a home is more than just a place to live—it’s a vault of memories, a hub for holidays, and sometimes the most valuable asset anyone will ever own. But when it comes time to pass that home down to children or loved ones, the taxman often lurks…

Everybody Loves Your Money

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Crypto Taxes: 6 States Most Likely To Cut Into Your Gains

Crypto taxes vary by state, with the IRS treating digital assets like property. See how tax laws, capital gains rules & reporting requirements impact investors.

GOBankingRates

How the Rich Use Debt Differently — and What You Can Learn From It

Learn how wealthy individuals leverage debt to build wealth. Also discover some smart strategies the middle class can use without risking financial ruin.

GOBankingRates

I'm a Real Estate Expert: 2026 Marks a Seismic Shift in Tax Rules, and Investors Could Reap Millions in Rewards

Three major tax strategies will align in 2026, creating unique opportunities for real estate investors to significantly grow their wealth. Here's how it works.

Kiplinger

When Can Tax Planning Be an Act of Love? This Family Found Out

How can you give stock worth millions to a loved one without giving them a huge capital gains tax bill? This family's financial adviser provided the answer.

Kiplinger

How treasurer could make capital gains taxes 'fairer'

The capital gains tax discount should be reduced to address economic inequity and make housing more affordable, economists say.

AAP

Tax return deadline: Expert reveals her ten tips for completing self assessment

A personal finance expert outlines what you need to know ahead of January 31

The Independent UK

I Asked ChatGPT How Billionaires Pay Hardly Any Taxes — Here’s What It Revealed

ChatGPT explains the buy, borrow, die strategy billionaires use to pay 3.4% tax rates while middle-class Americans pay 14%. All completely legal.

GOBankingRates

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The Free Financial Advisor

Tax Trigger: 8 Portfolio Adjustments to Make Before 2026 Reforms Hit

Tax season usually arrives like clockwork, but 2026 is shaping up to be a wild ride. New reforms are looming on the horizon, and if you don’t act, your portfolio might feel the sting faster than you can say “capital gains.” Savvy investors are already shifting strategies, optimizing deductions, and…

GOBankingRates

Why a $600,000 Salary Can Face 50% Tax Rates While Elon Musk’s $670 Billion Often Goes Untaxed

High salaries face 50% tax rates while billionaires like Elon Musk pay 23.8%. The tax code treats wage income and wealth growth completely differently.

Fortune

Mitt Romney says the U.S. is on a cliff—and taxing the rich is now necessary 'given the magnitude of our national debt'

Romney is worth an estimated $254 million, and was among Congress's wealthiest members.

Kiplinger

A Financial Planner Takes a Deep Dive Into How Charitable Trusts Benefit You and Your Favorite Charities

These dual-purpose tools let affluent families combine philanthropic goals with advanced tax planning to generate income, reduce estate taxes and preserve wealth.

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The Independent UK

Capital Gains Tax is becoming a £30bn investor nightmare - here’s why and how to cut your bill

Frozen thresholds, inflation and increased tax rates all mean people can end up paying more without doing anything differently at all

Saving Advice

12 Senior Tax Moves That Prevent April Surprises

Many seniors assume their taxes will stay the same year after year, but small changes in income, deductions, or benefits can create big surprises in...

Kiplinger

The Retirement Donor's Checklist: Key Deadlines by Gift Type

Retirees have some charitable contribution options that can help avoid spikes in income from RMDS and capital gains.

The Free Financial Advisor

Tax Freeze: 6 Immediate Actions to Lock In Lower Rates Before Reforms Hit

The tax clock is ticking, and it’s making that loud, dramatic sound you hear in action movies right before everything changes. Policy debates are heating up, brackets are under scrutiny, and the rules you rely on today may not look so friendly tomorrow. That doesn’t mean panic, but it does…

Kiplinger

I'm a Tax Attorney: These Are the Year-End Tax Moves You Can't Afford to Miss

Don't miss out on this prime time to maximize contributions to your retirement accounts, do Roth conversions and capture investment gains.

Kiplinger

Ask the Editor, December 5: Capital Gains and Tax Planning

In this week's Ask the Editor Q&A, Joy Taylor answers questions on capital gains tax rates and end-of-year tax planning

Kiplinger

Time Is Running Out to Make the Best Moves to Save on Your 2025 Taxes

Don't wait until January — investors, including those with a high net worth, can snag big tax savings for 2025 (and 2026) with these strategies.

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