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  2. Capital gains tax in the United States - Wikipedia

    en.wikipedia.org/wiki/Capital_gains_tax_in_the...

    Toward the end of a tax year, some investors sell assets that are worth less than the investor paid for them to obtain this tax benefit. A wash sale, in which the investor sells an asset and buys it (or a similar asset) right back, cannot be treated as a loss at all, although there are other potential tax benefits as consolation. [48]

  3. Vanguard Evaluates Tax-Loss Harvesting Strategy to Offset ...

    www.aol.com/vanguard-evaluates-tax-loss...

    However, say that you also have shares of stock in ABC Co. that are steadily losing value. You sell those shares for $5,000, posting a $2,500 loss from when you first purchased them. This gives ...

  4. Wash sale - Wikipedia

    en.wikipedia.org/wiki/Wash_sale

    After a sale is identified as a wash sale and if the replacement stock is bought within 30 days before or after the sale then the wash sale loss is added to the basis of the replacement stock. The basis adjustment preserves the benefit of the disallowed loss; the holder receives that benefit on a future sale of the replacement stock.

  5. Asset stripping - Wikipedia

    en.wikipedia.org/wiki/Asset_stripping

    For example, the sale-and-leaseback of a building would lead to an increased rental bill for the company. Asset stripping is a highly controversial topic within the financial world. The benefits of asset stripping generally go to the corporate raiders, who can slash the debts they may have whilst improving their net worth. [2]

  6. Wealth strategies that used to be reserved for billionaires ...

    www.aol.com/wealth-strategies-used-reserved...

    The asset-management giant agreed this summer to acquire the data powerhouse Preqin for $3.2 billion. ... There's demand for Parametric's tax benefits but with actively managed strategies rather ...

  7. Monetized Installment Sale - Wikipedia

    en.wikipedia.org/wiki/Monetized_Installment_Sale

    The Transaction allowed Taxpayer to take advantage of tax deferral on the asset sale, which is a permitted result under I.R.C. §§ 453 and 453A." [ 6 ] Because a monetized installment sale is subject to these standard levels of review, it is important that all components of the transaction (i.e. the installment sale and the subsequent loan) be ...

  8. PepsiCo Stock Is On Sale: Here's Why You Should Consider ...

    www.aol.com/pepsico-stock-sale-heres-why...

    PEP data by YCharts. Traditional valuation metrics back up that assessment. The stock's price-to-sales ratio, price-to-earnings ratio, price-to-book value ratio, and price-to-cash flow ratios are ...

  9. Installment sale - Wikipedia

    en.wikipedia.org/wiki/Installment_sale

    If a taxpayer realizes income (e.g., gain) from an installment sale, the income generally may be reported by the taxpayer under the "installment method." [5] The "installment method" is defined as "a method under which the income recognized for any taxable year [ . . . ] is that proportion of the payments received in that year which the gross profit [ . . . ] bears to the total contract price."