A recent Wall Street Journal Tax Report emphasizes the importance of proactive tax planning for investors looking to lock in ...

What is cost basis? It’s the starting point for measuring a taxable gain when an investor sells an asset, such as a stock or a fund, held in a taxable account. Cost basis begins with the initial ...

For families locked into highly appreciated stock that could bring a big tax hit from the capital gains on any sale of the holdings, a so-called upstream gift could offer a solution. But the potential ...

Thomas is a native of upstate New York and a graduate of the University at Albany. As a former member of CNET's How To team, he wrote about the intersection of policy, information and technology, and ...

Today is Tax Day, which means many taxpayers in the United States may be scrambling to file their forms ahead of the looming deadline. If you're among those who procrastinated your taxes, not to worry ...

Markets are dancing around all-time highs. If you’re looking to take money off the table, especially before year-end, remember to plan the taxes so you don’t end up overpaying Uncle Sam. This may not ...