If you spend more than 9 months in California, you are presumed to be a resident. If you spend 6 months or less, you might qualify as a seasonal visitor.

Trump Accounts hold limited appeal for kids who miss out on free seed money—unless you look ahead to the surprising tax value they can unlock when your child turns 18.

The Billionaire Tax Act would create a one-time 5% wealth tax for California residents whose net worth exceeds $1.1bn. The ...

Chuck Oliver is the founder and CEO of The Hidden Wealth Solution, a nationally recognized wealth strategist firm specializing in tax-efficient retirement and legacy planning.

In this episode of Tax Notes Talk, professors David Gamage and Darien Shanske discuss their recent paper, “Money Moves: Taxing the Wealthy at the State Level,” which lays out their argument for a ...

In her book The Second Estate, Ray Madoff explains how the U.S. tax system lets the ultra-rich grow their wealth tax-free while working Americans bear the burden. Officially, at least, the United ...

Add Yahoo as a preferred source to see more of our stories on Google. Billionaire investor Peter Thiel has opened an office in Florida, where there is no wealth tax. (Carolyn Kaster / Associated Press ...

A backdoor Roth IRA is a strategic financial tool that allows high-income earners to bypass the income limits typically associated with Roth IRA contributions. This method enables parents to pass on ...

Learn about the ongoing multi-trillion dollar U.S. wealth transfer and how you as a benefactor or heir can make the most of it through estate planning.

Tax-free investments are one of the most straightforward wealth-building tools available to South Africans. They are also one of the most underestimated. Most people only remember the headline rule: ...