The Pennsylvania-based investment company Vanguard has reached a $106 million multi-state settlement following a lawsuit over undisclosed tax implications. The settlement emerged from a three-year ...

As a real estate investor himself, President Trump appears poised to preserve the tax-deferring power of this strategy. But ...

Shark Tank mentor Kevin O'Leary discussed unrealized capital gains and their effects, especially on the "American Dream.

President Donald Trump wants to end the carried interest loophole. Here’s how the tax break benefits Wall Street investment ...

President Trump asked Republican lawmakers to end tax breaks on carried interest. The tax break allows private equity and ...

Bitcoin investment company Strategy, formerly MicroStrategy, reported its fourth consecutive quarterly loss in an attempt to ...

NMI Holdings, Inc. (Nasdaq: NMIH) today reported net income of $86.2 million, or $1.07 per diluted share, for the fourth quarter ended December 31, 2024, which compares to $92.8 million, or $1.15 per ...

MicroStrategy Inc (MSTR) reports robust subscription growth and strategic financial maneuvers amidst Bitcoin volatility and ...

Leveraged direct index tax loss harvesting aims to transition appreciated assets without capital gains but often results in high fees, complexity, ...

CEO Bowen Diehl highlighted that pre-tax net investment income covered both the regular and supplemental dividends for the quarter, generating $0.64 per share. The Board declared total dividends of $0 ...