Using the Internal Revenue Code to minimize tax bills is critical for investors who want to cut their tax drag, or the amount of profits they lose to capital gains and ordinary taxes. The sometimes-massive changes proposed in shifting versions of the Biden administration’s Build Back Better tax-and-spending agenda are on hold — for now. Meanwhile, here’s nine key things that wealthy investors, their financial advisors and their accountants need to know.
A field guide to taxes for affluent investors
