Take our capital gains tax quiz to test your investment taxes knowledge. Learn about loss rules, holding periods, and tax ...

Rental property ownership has its benefits, but selling can create a big tax hit. Thankfully, there are a few strategies you ...

Homeowners who sell at a loss usually get no tax break on primary residences. IRS treats it as personal property, not an ...

Each week, in our Ask the Editor series, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on topics submitted by readers. This week, she’s looking at questions on capital-loss harvesting ...

Now that 2024 has come to a close, investors are starting to think about 2025’s investments. However, to get a clear picture of how your investment strategy might play out, you need to know the ...

When advisors make changes to a client's portfolio, they can inadvertently trigger a tax event and it’s a common occurrence according to Erik Preus, group head of investment solutions at Envestnet.

Range reports that tax-loss harvesting and direct indexing turned 2025's market volatility into significant tax savings for ...

Aaron Broverman is the Managing Editor of Forbes Advisor Canada. He has almost 20 years of experience writing in the personal finance space for outlets such as Bankrate, Bankrate Canada, ...