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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. Wash sale - Wikipedia

    en.wikipedia.org/wiki/Wash_sale

    This allows investors to lower their tax amount with the use of investment losses. [5] Wash sales and similar trading patterns are not themselves prohibited; the rules only deal with the tax treatment of capital losses and the accounting of the ongoing tax basis. Tax rules in the U.S. and U.K. defer the tax benefits of wash selling at a loss.

  4. Internal Revenue Code section 355 - Wikipedia

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

    Section 355 of the Internal Revenue Code (IRC § 355) allows a corporation to make a tax-free distribution to its shareholders of stock and securities in one or more controlled subsidiaries. If a set of statutory and judicial requirements are met, neither the distributing corporation nor its shareholders recognize gain or loss on the distribution.

  5. This Tax Break Could Be Good News For Your Money - AOL

    www.aol.com/stock-market-losses-tax-break...

    Losing money in the stock market stings, but capital losses don't have to be all bad news for your finances. A tax rule known as the capital loss carryover offers a major long-term tax break ...

  6. 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 ...

  7. How To Deduct Stock Losses From Your Tax Bill - AOL

    www.aol.com/deduct-stock-losses-tax-bill...

    Are stock losses 100% tax deductible? No, stock losses are not 100% deductible but you can deduct up to $3,000 of that loss against either your salary income or interest income. Information is ...

  8. 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 ...

  9. State bill could ease tax burden for some Pennsylvania ... - AOL

    www.aol.com/state-bill-could-ease-tax-045900820.html

    The bill proposes to allocate the 18 percent tax on wine and spirits to municipalities — about $45 billion a year — that have at least 15 percent of their assessed properties tax-exempt.