If you buy or sell stocks, mutual funds or options, you need to handle your taxes like a pro. This book makes it easy to understand the rules and the best strategies for minimizing taxes. It starts with the basics but goes on to provide a plain language explanation of rules for short sales and other advanced techniques, and covers the special rules that apply to traders. This edition covers legislative changes through 2008 and other important developments.
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Editorial Reviews
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A guide for investors that is not only extremely thorough, but easily understood. -- Joseph Hurley, author of The Best Way to Save for College
Alerts investors to perfectly legal strategies for reducing taxes that are often overlooked. -- Julian Block, Larchmont, NY tax lawyer and syndicated columnist --This text refers to an alternate Paperback edition.
Alerts investors to perfectly legal strategies for reducing taxes that are often overlooked. -- Julian Block, Larchmont, NY tax lawyer and syndicated columnist --This text refers to an alternate Paperback edition.
About the Author
Kaye A. Thomas maintains the highly regarded "Tax Guide for Investors" website at Fairmark.com. His other books include "Go Roth!" and "Consider Your Options." He graduated cum laude from Harvard Law School in 1980.
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Most Helpful Customer Reviews
18 of 18 people found the following review helpful:
5.0 out of 5 stars
The best book out there for taxes on stocks and mutual funds,
By A Customer
This review is from: Capital Gains, Minimal Taxes : The Essential Guide for Investors and Traders (Paperback)
This is probably the best book out there for the tax treatment of the following investment topics: stocks, options, short sales, wash sales, mutual funds, and dividends. I keep this book next to my computer and refer to it often. It has many examples. It even covers more advanced topics such as constructive sales and straddles. It has sections on the taxation of traders, gifts, accounts for minors, and AMT. It covers all of these topics accurately and thoroughly, while still being very readable for the non-tax professional. The author points out any grey areas of the tax law. This book isn't perfect (for example, in the section on estimated taxes, it doesn't mention form 2210 or what to do if unexpected income comes late in the year), but it is still very good.
14 of 16 people found the following review helpful:
5.0 out of 5 stars
Ideal for those new to investment portfolio management,
By Midwest Book Review (Oregon, WI USA) - See all my reviews
This review is from: Capital Gains, Minimal Taxes : The Essential Guide for Investors and Traders (Paperback)
Kaye Thomas' Capital Gains, Minimal Taxes: The Essential Guide For Investors And Traders is a "plain language" guide to stocks, mutual funds, options, and tax strategies for maximizing returns and minimizing tax liabilities. Complete, authoritative, practical, "user friendly", this guide is ideal for those new to investment portfolio management and will prove both practical and invaluable in creating a personal financial investment plan with allied strategies. Indeed, Capital Gains, Minimal Taxes has much of value to offer even experienced investors with respect to tax rules for short sales, stock options, and "straddles". Highly recommended reading for sensible small investor strategic financial and investment planning.
11 of 14 people found the following review helpful:
3.0 out of 5 stars
good book, but needs further improvement,
By demetris hatzoulis (Paris France) - See all my reviews
This review is from: Capital Gains, Minimal Taxes : The Essential Guide for Investors and Traders (Paperback)
It is very clear and accurate in explaining the rules. It is not vey clear in certain chapters like Alternative Minimum Tax, or quantifying, even approximately, who can pass the trading activity test.It would have been very useful to give a definition of each rule, in a few lines, so the reader does not have to go back and read an entire chapter just to refresh his/her memory about a rule.
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Inside This Book
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Key Phrases - Statistically Improbable Phrases (SIPs):
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consider your options, substantial activity test, applicable stock price, trader taxation, wash sale period, wash sale rule, newer shares, constructive sale rule, prior year safe harbor, straddle rules, exempt interest dividends, traditional index funds, replacement shares, identified straddle, capital loss limitation, identifying shares, investment interest expense, mutual fund dividends, qualified small business stock, basis per share, other investment income, older shares, disallowed loss, unrecognized gain, trader status Key Phrases - Capitalized Phrases (CAPs): (learn more)
Capital Gains, Minimal Taxes, Advanced Topics, Taxation of Traders, United States, Asset Transfers, Internal Revenue Code, Justice Frankfurter, Minors Act, Uniform Transfers, Ignaz Schwinn, John Doe, Suppose the Bigco Browse Sample Pages:
Front Cover | Table of Contents | First Pages | Index | Back Cover | Surprise Me!
consider your options, substantial activity test, applicable stock price, trader taxation, wash sale period, wash sale rule, newer shares, constructive sale rule, prior year safe harbor, straddle rules, exempt interest dividends, traditional index funds, replacement shares, identified straddle, capital loss limitation, identifying shares, investment interest expense, mutual fund dividends, qualified small business stock, basis per share, other investment income, older shares, disallowed loss, unrecognized gain, trader status Key Phrases - Capitalized Phrases (CAPs): (learn more)
Capital Gains, Minimal Taxes, Advanced Topics, Taxation of Traders, United States, Asset Transfers, Internal Revenue Code, Justice Frankfurter, Minors Act, Uniform Transfers, Ignaz Schwinn, John Doe, Suppose the Bigco Browse Sample Pages:
Front Cover | Table of Contents | First Pages | Index | Back Cover | Surprise Me!
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