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

An incoming Donald Trump administration has taxpayers salivating for lower tax rates in 2025. No one enjoys a hefty tax bill, and the idea of a game-changing law that could somehow magically erase ...

As an investor, I’ve learned that making money isn’t just about buying low and selling high — it’s also about understanding the financial consequences of every move. One of the biggest pitfalls ...

Tax bills recently passed in Missouri and neighboring Illinois underscore the contrasting approaches that red and blue states ...

Business meeting, leader or accountant consulting worker, employee or team manager for tax, audit or financial budget. Planning, collaboration or teamwork for strategy, innovation or mortgage review ...

This story has been updated to include details about Minnesota’s new surtax on capital gains and to include that while Washington has a capital gains tax it does not have an income tax. The headline ...

During the winter holidays, many investors celebrate the season of giving by exchanging gifts with family and friends. Still, some may get an unexpected (and unwanted) gift from their mutual funds: a ...

Gifting appreciated assets during your lifetime can saddle your beneficiaries with massive capital gains taxes they could otherwise avoid. Assets passed down after death often qualify for a step-up in ...