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  2. Exchange fund - Wikipedia

    en.wikipedia.org/wiki/Exchange_fund

    Given its dependence on the IRS Tax Code, it is a mechanism specific to the U.S., first introduced as early as 1954 with the passage of 26 U.S. Code § 721 [1] though the practice traces back to the 1930s through other tax provisions. The primary benefit of this arrangement is to diversify a large stock position without triggering a "taxable ...

  3. Internal Revenue Code section 1031 - Wikipedia

    en.wikipedia.org/wiki/Internal_Revenue_Code...

    As of 2018, Section 1031 can only be used in connection with sales of real property. Prior to the 2018 tax law changes, exchanges of personal property could qualify under Section 1031. Exchanges of shares of corporate stock in different companies did not qualify.

  4. Like-kind exchange - Wikipedia

    en.wikipedia.org/wiki/Like-kind_exchange

    A like-kind exchange under United States tax law, also known as a 1031 exchange, is a transaction or series of transactions that allows for the disposal of an asset and the acquisition of another replacement asset without generating a current tax liability from the sale of the first asset. A like-kind exchange can involve the exchange of one ...

  5. What Are The Tax Consequences of Transferring Stock to ... - AOL

    www.aol.com/tax-consequences-transferring-stock...

    The post The Tax Consequences of Transferring Stock to a Trust appeared first on SmartReads by SmartAsset. There are significant tax implications associated with this strategic decision that you ...

  6. Tax Implications of Passive Income Streams - AOL

    www.aol.com/tax-implications-passive-income...

    It can be generated from various sources like real estate investments, stock dividends, interest from savings accounts, peer-to-peer lending, or even affiliate marketing. How Passive Income Is Taxed

  7. Stock swap - Wikipedia

    en.wikipedia.org/wiki/Stock_swap

    In 2014, South Korean Internet giant Daum Communications merged with Kakao Corp to form Daum Kakao in a stock swap deal. The merger ratio was approximately 1.14 so it is regarded as backdoor listing for Kakao. In 2017, Disney acquired most of the 21st Century Fox assets in an all-stock deal valued at $52 Billion ($66 Billion if debt is included ...

  8. How to write off worthless stock and get a tax break - AOL

    www.aol.com/finance/write-off-worthless-stock...

    Plus, you can offset up to $3,000 each year in ordinary income, saving you even more, especially at higher tax brackets. Normally this process is straightforward.

  9. 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.