Tag
tax-saving
5 posts tagged tax-saving
- US Investing·
QSBS (Section 1202) after the 2025 tax-law changes: tiered exclusions and the new caps
How Section 1202 QSBS works after the 2025 OBBBA changes: tiered 50/75/100% exclusions, the new $15M cap, the $75M gross-assets ceiling, and the qualification tests.
- US Investing·
Tax-loss harvesting and the wash-sale rule: the complete playbook
Offset capital gains, take $3,000 of ordinary income, carry losses forward, and avoid the wash-sale traps that quietly disallow your harvest — for US investors.
- RSU Management·
How to reduce RSU tax in India: five levers that actually work
The five tax-reduction levers for Indian RSU holders: LTCG timing, lot selection, loss harvesting, Form 67 credit, and Section 54F. With INR worked examples.
- US Investing·
Donor-advised funds for people with equity compensation
How US employees with appreciated RSU shares use a donor-advised fund to skip capital gains, deduct full market value, and bunch giving above the standard deduction.
- US Investing·
Net Unrealized Appreciation (NUA): the employer-stock 401(k) tax break
NUA lets you tax the gain on employer stock in a 401(k) at long-term capital gains rates instead of ordinary income — when the basis is low enough to matter.