James Chen, CMT is an expert trader, investment adviser, and global market strategist. Charlene Rhinehart is a CPA , CFE, chair of an Illinois CPA Society committee, and has a degree in accounting and ...

Sometimes an inheritance includes more than a house or an heirloom vase. Investors can choose to pass down to their heirs financial securities like stocks. Determining the value of such a bequest is ...

If you sell stock, you need to know its cost basis in order to calculate your profits and losses. The cost basis is the amount you pay for the stock, including commissions. Each time you buy shares, ...

The biggest hurdle that investors face is paying tax on the gains on their long-term investments. Yet the tax laws actually give heirs a huge tax break when they inherit shares of stock or other ...

Fortunately, calculating your cost basis is much simpler than this. Photo: Bryan Alexander, Flickr If you want to calculate how much you've gained or lost on an investment, you'll need to know your ...

Chad Langager is a co-founder of Second Summit Ventures. He started as an intern at Investopedia.com, eventually leaving for the startup scene. Katrina Ávila Munichiello is an experienced editor, ...

The IRS has issued proposed regulations that propose a comprehensive approach for stock basis recovery. The regulations, if adopted as final, would apply across a broad spectrum of transactions. They ...

For stock to qualify for the exclusion of taxable gain under Internal Revenue Code Section 1202, the issuing corporation must satisfy the Gross Assets Test, which generally requires that the ...