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UNCOVERED: 11 | History Defined

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.

Fortune

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.

Kiplinger

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

The Independent UK

From analysis to the latest developments in health,
read the most diverse news in one place.

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...

Saving Advice

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.

Kiplinger

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…

The Free Financial Advisor

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

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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.

Kiplinger

Momentum builds for bigger capital gains tax break on home sales - Roll Call

Bipartisan support is growing to double the capital gains tax exemption for home-sale profits. The existing caps haven't changed since 1997.

Roll Call

21 Money Moves Smart People Are Making Before 2026

These steps can help trim your tax bill, boost your savings, lower your health care costs and set you up for financial success in 2026.

Kiplinger

I'm a Financial Adviser: This Tax Trap Costs High Earners Thousands Each Year

Mutual funds in taxable accounts can quietly erode your returns. More efficient tools, such as ETFs and direct indexing, can help improve after-tax returns.

Kiplinger

2 Tax Rules That Could Cut Profits When You Rent Your House

If you choose to rent out your home for extra income, build equity and have someone else pay your mortgage, you might be in for a surprise in terms of taxation.

GOBankingRates

Donating Stock Instead of Cash Is the 2-for-1 Deal You'll Love at Tax Time

Giving appreciated stock or using a donor-advised fund (DAF) this year would be smarter than writing a check to support your favorite causes. Here's why.

Kiplinger

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Barchart

3 Risks Investors Face Right Now and 2 Charts That Should Ease Your Stock Market Panic

Investors should remain disciplined and continue to plan their work and work their plan amid current market uncertainties. Three key issues are highlighted for consideration, with a focus on year-end tax-loss harvesting strategies. Tax-loss harvesting can offset capital gains taxes and help preserve portfolio value, especially for short-term gains. Caution...

Kiplinger

Ask the Editor, November 21: Home Sale Tax Break

In this week's Ask the Editor Q&A, Joy Taylor answers questions on the gain exclusion tax break when you sell your home.

The Guardian - UK

What are Rachel Reeves’s options after U-turn on income tax rates?

From freeze on income tax thresholds to reforming capital gains tax, we look at how much the alternatives could raise

Kiplinger

Another State Bans Capital Gains Taxes: Will More Follow in 2026?

A constitutional amendment blocking future taxes on realized and unrealized capital could raise interesting questions for other states.

Get all your
news in one place.

100's of premium titles.
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Saving Advice

Want to Transfer Property Without a Huge Tax Bill? Here’s How

Many retirees want to pass property to loved ones—whether it’s a family home, vacation cabin, or investment real estate. It’s a gesture of love and...

Kiplinger

IRS Updates Capital Gains Tax Thresholds for 2026: Here’s What’s New

The IRS has increased the capital gains tax income thresholds for 2026. You'll need this information to help minimize your tax burden.

Kiplinger

A Compelling Case for Why Property Investing Reigns Supreme, From a Real Estate Investing Pro

Investment data show real estate's superior risk-adjusted returns and unprecedented tax advantages through strategies like 1031 exchanges and opportunity zones.

The Free Financial Advisor

6 Advanced Techniques to Lower Your Capital Gains Taxes Legally

Stock investments, real estate ownership, and other asset purchases result in taxable capital gains that must be reported to the government. The tax returns of high-income earners and asset holders will decrease significantly because of these new levies. Smart investors understand that minimizing capital gains taxes leads to better wealth…

The Independent UK

What is a ‘mansion tax’ and how would it work?

A new levy targeting wealth could reportedly be announced by chancellor today

Newsroom.co.nz

Labour to campaign on narrow capital gains tax, no wealth tax

Labour has agreed to campaign on a capital gains tax (CGT) covering just property – excluding the family home and farms – to help fund three free doctor visits for everyone. The policy was announced abruptly on Tuesday morning after RNZ was earlier leaked details over the long weekend. RNZ…

Kiplinger

New Opportunity Zone Rules Triple Tax Benefits for Rural Investments: Here's Your 2027 Strategy

New IRS guidance just reshaped the opportunity zone landscape for 2027. Here's what high-net-worth investors need to know about the enhanced rural benefits.

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People

Marjorie Taylor Greene

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Organisations

The Kiplinger Tax Letter

101 stories

the Institute for Fiscal Studies

94 stories

The Conference Board

79 stories

the National Association of Realtors

56 stories

Nonprofits

17 stories

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