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  2. Interest rate swap - Wikipedia

    en.wikipedia.org/wiki/Interest_rate_swap

    An interest rate swap's (IRS's) effective description is a derivative contract, agreed between two counterparties, which specifies the nature of an exchange of payments benchmarked against an interest rate index. The most common IRS is a fixed for floating swap, whereby one party will make payments to the other based on an initially agreed ...

  3. 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 ...

  4. The IRS just updated the rules for inherited IRAs. What heirs ...

    www.aol.com/finance/irs-just-updated-rules...

    That will give clarity to some heir who have been waiting since 2020 for the IRS's decision. ... Heirs like adult children, grandchildren, siblings, friends, and so on who do not meet the other ...

  5. IRS Changes Could Rewrite Your Inheritance Strategy ... - AOL

    www.aol.com/finance/want-leave-assets-heirs-irs...

    A parent could place a home worth $500,000 into the trust, qualify for Medicaid but, by including the home in their taxable estate, then pass the property on to their children tax-free at a basis ...

  6. Overnight indexed swap - Wikipedia

    en.wikipedia.org/wiki/Overnight_indexed_swap

    An overnight indexed swap (OIS) is an interest rate swap (IRS) over some given term, e.g. 10Y, where the periodic fixed payments are tied to a given fixed rate while the periodic floating payments are tied to a floating rate calculated from a daily compounded overnight rate over the floating coupon period. Note that the OIS term is not ...

  7. How a former IRS boss optimizes his charitable trust to ... - AOL

    www.aol.com/finance/former-irs-boss-optimizes...

    And after the trust’s 20 charitable lock-up period, the remaining assets were distributed to his children—tax-free. Endowment programs are increasingly turning to CLATs because they provide a ...

  8. Adoption tax credit - Wikipedia

    en.wikipedia.org/wiki/Adoption_tax_credit

    The adoption tax credit is per child, thus the credit doubles when adopting two children in the same year. [9] It is also important to note that this is a "credit," not a mere "deduction." [ 10 ] A tax credit is a dollar for dollar reduction of federal tax, not a reduction of taxable income, such as with a mortgage payment.

  9. ‘Clear and simple’: What the new IRS Direct File will look ...

    www.aol.com/news/clear-simple-irs-direct-file...

    Certain taxpayers in 13 states will be eligible for for new IRS Direct File pilot program in 2024.