Tax Matters

What if selling your startup shares could mean paying little to no federal capital gains tax? QSBS is one of the most powerful and overlooked wealth-building opportunities available.

The case for LSDI improves meaningfully in specific circumstances, but for many investors being pitched the strategy, the math doesn't support the hype.

Investors have learned to love the ETF as an investment vehicle, and for good reason - but for investors holding assets with unrealized gains in taxable accounts, making the switch can seem unattractive.

Converting a Traditional IRA to a Roth IRA – commonly called a “Roth conversion” – is a process that allows you to move retirement savings from a traditional IRA to a tax-free Roth IRA...

What's the best way to distribute your stock and bond holdings between your taxable and non-taxable investment accounts?

More than a few investors have made huge returns through concentrated holdings or fabulous venture capital success stories. It's natural that many, if not most, of these happy investors would like to take some chips off the table and diversify their portfolios - and, if possible, they'd like to do it tax-efficiently too.

Direct indexed tax loss harvesting is incredibly popular nowadays, and has become a huge selling point for some companies - but is it all it's cracked up to be?

Bitcoin isn't an inherently good or bad investment - but said investment can turn sour quickly if you're not paying attention to sizing.

In a recently-published article in the Journal of Derivatives, we ask whether or not options make sense for a broad class of investors.

With the US presidential election just a few weeks away, now is definitely a good time to think about capital gains taxes and how things may change.

We tend to assess our net worth by the market value of our assets - but it might be more natural to think of it as a stream over time.

It may seem counter-intuitive, but for investors with a steady stream of short-term capital gains, their investment approach can be improved.