India's Budget proposed significant changes in the taxation of capital gains, aiming for rationalisation and simplification.

The current tax landscape presents significant opportunities. On July 4, President Donald Trump signed the “One Big Beautiful ...

Fund-level leverage is less appealing amid tight spreads and an inverted curve, especially for tax-exempt CEFs. Find out why ...

American Assets Trust, Inc. announced the tax treatment of its 2024 dividend distributions, detailing a total distribution of $1.340 per share, with portions classified as taxable ordinary ...

As advisors focused on crypto, we’re familiar with the unique tax situations this asset class presents. For example, crypto is not subject to wash-sale rules, which allows for more efficient tax ...

Let’s take a closer look at permanent life insurance as an asset class. First, let’s consider three reasons to use permanent life insurance in your financial plan: Tax-favored wealth accumulation.

Tax laws affect IP asset valuation by influencing how companies structure ownership and generate income for these assets. In many jurisdictions, favorable tax treatment for IP-related income can ...

The digital asset class is highly technical. Powered by blockchain technology and globally traded 24/7, digital asset markets are fast-moving and awash in data. A systematic investment approach ...