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Asian markets mixed ahead of Fed as China concerns weigh

Asian markets drifted Wednesday with investors biding their time ahead of a hotly anticipated Federal Reserve meeting, though Hong Kong and Shanghai retreated again on concerns about China's economy…

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Stake sale: Record stock sales from money-losing firms ring the alarm bells


By Lu Wang and Vildana Hajric
If you think a rush by companies to sell their shares is a bad omen for the market, imagine a scenario where most of the sales come from firms that don’t make money.
It’s happening now. Since the end of March, almost 100 unprofitable companies, including GameStop Corp. and AMC Entertainment Holdings Inc., have raised money through secondary offerings, twice as many as coming from profitable firms, according to data compiled by Bloomberg.
Bloomberg
Granted, troubled companies are tapping into buoyant demand during a 16-month rally to beef up their balance sheets. And it’s further evidence that the capital market functions as smoothly as it’s supposed to. Yet some warn that the flood of shares coming from money losers is becoming extreme.

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Stepped Up Basis Reform: Biden's Middle-Class Tax Hike? | Investment


Taylor Tepper - Forbes Advisor
President Joe Biden campaigned on a promise not to raise taxes on middle-class Americans. But a little-known provision in his big social programs bill could do just that.
Tucked away in the American Families Plan, is a proposal to change the way capital gains taxes are paid on estates when people pass away. This seemingly small revision to a tax rule called stepped up basis could cause average Americans to pay more to Uncle Sam than they would under the current tax regime, in addition to upending estate planning for the nation’s affluent and uber-wealthy.

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Stepped Up Basis Reform: Biden's Middle-Class Tax Hike?


Stepped Up Basis Reform: Biden’s Middle-Class Tax Hike?
May 6, 2021 6:34 AM
Taylor Tepper - Forbes Advisor
Posted:
Updated:
May 8, 2021 6:32 AM
President Joe Biden campaigned on a promise not to raise taxes on middle-class Americans. But a little-known provision in his big social programs bill could do just that.
Tucked away in the American Families Plan, is a proposal to change the way capital gains taxes are paid on estates when people pass away. This seemingly small revision to a tax rule called stepped up basis could cause average Americans to pay more to Uncle Sam than they would under the current tax regime, in addition to upending estate planning for the nation’s affluent and uber-wealthy.

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It's Not Just the Really Wealthy Who Face Tax Increases

It's Not Just the Really Wealthy Who Face Tax Increases
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How the Wealthy Are Planning for Biden's Tax Increases


“The capital gains increase is not just for the consistently high, $1 million-a-year earner,” said Mallon FitzPatrick, head of financial planning at Robertson Stephens Wealth Management. “It’s impacting people who are depending on this money for retirement as well, from selling a business or from selling a home.”
The proposal also highlights the need to run the math before making any snap decisions. The decision to sell now or hold on to assets that are going to be taxed more heavily depends on when someone needs the money, said Pam Lucina, chief fiduciary officer and head of the trust and advisory practice at Northern Trust Wealth Management.

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