Private Equity as an Alternative Investment: What You Need to Know
Private equity is a way to invest in private companies outside of the public stock market. Private equity investing gives investors an ownership stake in private companies. There are three parties involved in private equity: the investors who provide the capital, the private equity firm that manages and invests the money via a private equity fund, and the companies the private equity firm invests in.
How Does Inheritance Tax Work?
When people use the term "inheritance tax," they generally refer to a levy against money or property that a person or entity inherits from someone who gives it to them in a will. However, there is sometimes confusion between an inheritance tax and the federal estate tax, which is different. In fact, there is no federal inheritance tax, although there is an estate tax. The IRS defines the estate tax as:
What Is the Difference Between a Schedule D and Form 4797?
Taxpayers who sold capital assets (i.e., property) will use Schedule D and maybe Form 4797 when filing their tax returns. Which form you use depends on the asset being used for personal or business use. In this article, we’ll go over these two tax documents and look at their differences.
What Is the Inheritance Tax Rate?
As George Harrison of the Beatles famously wrote in his hit song "The Taxman," citizens seem to be taxed on everything, including death itself. Harrison's advice to be sure and "declare the pennies on your eyes" was obviously satire directed at the notoriously high levies in the United Kingdom. In the United States, we are not exempt from high taxes, although there is confusion about the difference between inheritance taxes and estate taxes.
What Is the Standard Deduction on Form 1040-SR?
Vision loss among the elderly is a serious problem – according to the American Academy of Family Physicians, one in three seniors over the age of 65 has some type of vision impairment. Macular degeneration, cataracts, glaucoma, and diabetic retinopathy are the most common causes of age-related vision loss.¹
Can an LLC Invest in a Tenants-in-Common?
Forming a limited liability company can come with several pros and cons for real estate investors.
What Is the Difference Between a 1099-MISC and 1099-NEC?
Tax time brings with it several different forms that must be filled out and filed to the IRS, typically by April 15. This year, the income tax deadline has been pushed to April 18, 2022 for most.
What Are Investment Risk Factors?
Understanding various risk factors can help any investor in the management of risks. Risk management is a deep subject, requiring lots of knowledge about assets and their associated risks.
Real Estate as An Alternative Investment: What You Need to Know
In its original form, Modern Portfolio Theory (MPT) was a mix between stocks and bonds, usually a 60/40 split. As the theory evolved, other types of investments were added, and one of the first was real estate.
How To Report Stock Options, Wash Sales, and Cash in Lieu on Form 8949
If you read our blogs on a regular basis, you’ll know that we’ve authored several articles about Form 8949. The IRS’s website states that the form’s official purpose is to “reconcile amounts that were reported to you and the IRS on Form 1099-B or 1099-S.” With that in mind, we’ve written about Form 8949 in reference to capital gains tax reporting, as well as inherited property tax and opportunity zone deferrals.
