Financial Poise

Articles tagged: Taxes

Tax Strategies for the Rich Are Going Mainstream. But Do They Work for Everyone?

Stock trading and alternative assets have gone mainstream. Now, so too have the tax strategies once reserved for hedge funds and ultrawealthy families.

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Kalshi Posts Record Volumes as the Surging Online Sports-Betting World Enters the New Year With a Bang

Regardless of the uncertain short-term legal outlook for prediction markets and sports betting, one thing is clear: prediction markets are a growing force.

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2025 Year-End Estate Planning Update

The 2025 changes to federal tax law have resulted in favorable developments for estate planning and estate taxation.

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Putting off the Tax Collector – The Basics of 1031 Exchanges

A 1031 exchange can offer tax benefits to real estate investors, so long as you follow the various rules and processes for an exchange.

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International Company Taxes: Who Pays Them; Who Gets Them?

Governments around the world have lacked the ability to develop a fair system to tax international corporations. The solution may lie in a global tax rate.

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How To Know if You Can Claim the Qualified Business Income Deduction on Your Taxes

The QBI deduction allows owners of most pass-through entities to deduct up to 20% of their QBI on their taxes. Are you eligible?

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Exploring Opportunity Zone Tax Benefits

Qualified Opportunity Zone (QOZ) funds are an investment tool that can help reduce or defer tax payments.

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Eliminate Your State Income Taxes with Non-Grantor Trusts

Non-grantor trusts, like the NING Trust, can protect assets and minimize state income taxes for investors, particularly in high-tax states.

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Want to Invest in Opportunity Zones? 5 Reasons to Target Low-Income Housing Tax Credits

Combining investment in opportunity zone funds can yield rich tax benefits of low-income housing tax credits (LIHTC).

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IRA Rollover Rules Have Big Consequences

Given the popularity of IRAs and IRA rollovers, it is important to understand the rollover rules so that you do not inadvertently lose tax-deferred status.

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