Learn the crucial differences between realized and unrealized profits and how they impact your investment strategy and tax ...

Tax-loss harvesting's overlooked cousin can pay off for clients with low-earning years, concentrated positions or UTMA ...

Realized gain/loss is the cumulative amount of realized gains and losses resulting from the sale of securities. It's calculated by subtracting the initial cost from net proceeds. These calculations do ...

Capital gains tax (CGT) is the tax owed when an asset is sold for more than its adjusted basis. It applies to many types of capital assets, including stocks, bonds, digital assets, real estate, and ...