Investments & Capital Gains

What Is an In-Kind Transfer and How Is It Taxed?

REIT Liquidation: Dividend, Return of Capital, and Capital Gain

How to Calculate Normalized EPS: Formula, Adjustments, and Example

Deferred Sales Trust Problems: IRS Scrutiny, Lockups, and Basis

Gold ETF vs Physical Gold: Costs, Liquidity, and Tax Treatment

How to Report Crypto Airdrops on Your Tax Return

Taxable vs. Tax-Advantaged Accounts: Costs, Access, and Trade-Offs

How to Report Oil and Gas Depletion from a K-1

Fund Classification: Structure, Holdings, and Management Style

IRS Form 8949 Instructions: Boxes, Adjustment Codes, and Schedule D