Tag: Capital gains tax

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AMP Achievers in Their Forties 2025: Dale E. Colclasure Jr. - Arkansas Money & Politics

Added to Collection on: 2025-09-14 05:05:48

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Personal finance
Registered Investment Adviser
Financial adviser
Financial planner
Pension
Capital gains tax

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Tax-Efficient Investment Strategies in a Volatile Market: Morgan Stanley's Tax Forward ...

Added to Collection on: 2025-09-20 21:59:32

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Investment
Taxation in the United States
Capital gains tax
Tax
Wealth management
Asset location
Investment management
Optimal tax

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Infosys buyback: What it means for investors and their tax bills - BusinessToday

Added to Collection on: 2025-09-20 23:02:44

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Stock market
Taxation in Australia
Share repurchase
Capital gains tax
Dividend
Income tax in Australia
Income tax in the United States
Income tax
Financial ratios
Dividend tax
Dividend payout ratio

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How To Make More Tax-efficient Donations With DAFs, Stocks, And Crypto - Benzinga

Added to Collection on: 2025-09-25 15:36:51

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Donor-advised fund
Capital gains tax
Donation
Philanthropy in the United States
Capital gain
National Philanthropic Trust
S&P 500 INDEX - CBOE

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How to sell your mutual funds the right way here's how you can save on taxes, exit load

Added to Collection on: 2025-09-25 17:52:05

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Corporate finance
Mutual funds
Institutional investors
Capital gain
Investment fund
Investment
Private equity
Capital gains tax

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With their mortgage paid, how can Kent and Remy balance charitable gifts and retirement saving?

Added to Collection on: 2025-09-26 21:18:40

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Pensions in Canada
Banking in Canada
Personal finance
Tax-free savings account
Registered Retirement Savings Plan
Capital gains tax
Donation
Pension
First home savings account
Locked-in retirement account
Donor-advised fund
Retirement
Kent
Rémy

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Vanguard sees continued opportunity in long-term munis

Added to Collection on: 2025-10-07 18:34:12

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Hedge funds
Bond
Alternative minimum tax
Municipal bond
Investment fund
Institutional investors
Private equity
Capital gains tax

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Briefing Note:KeyTax Measures from Budget 2027 | Publications | Insights & Events

Added to Collection on: 2025-10-08 21:21:02

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Capital gains tax
Tax
Property tax
Value-added tax
Taxation in the United Kingdom
Taxation in South Africa

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How in-house tax expertise boosts firms like Morgan Stanley, JPMorgan

Added to Collection on: 2025-10-08 20:53:12

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Investment management
Asset management companies
Institutional investors
Financial management
Stock market
Wealth management
Tax avoidance
Hedge fund
Capital gains tax
Morgan Stanley
Index fund
Exchange-traded fund
Andy Watts

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Jack Dorsey urges tax-free status for 'everyday' Bitcoin payments - TradingView

Added to Collection on: 2025-10-09 22:09:45

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Cryptocurrencies
Bitcoin
Cryptocurrency exchanges
Capital gains tax
Satoshi Nakamoto
Tax exemption
Coinbase
Bitcoin Cash

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