Taxable Event

Taxable Event
Any event or transaction that results in a tax consequence for the party who executes the event. Common examples of taxable events for investors include receiving interest and dividends, selling securities for a gain and exercising options.

Investors should focus on limiting their taxable events, or at least minimizing high tax rate events while maximizing low tax rate ones.

Holding on to profitable stocks for more than a year (to eliminate short-term capital gains) is one of the easiest ways to minimize the effects of taxable events.


Investment dictionary. . 2012.

Игры ⚽ Поможем решить контрольную работу

Look at other dictionaries:

  • taxable event — mokestinis įvykis statusas Aprobuotas sritis buhalterinė apskaita ir finansinė atskaitomybė apibrėžtis Įvykis, kuriam įvykus mokesčio mokėtojui, mokesčių administratoriui ar kitai teisės aktų nustatytai institucijai atsiranda prievolė… …   Lithuanian dictionary (lietuvių žodynas)

  • taxable event — An event or transaction that has a tax consequence, such as the sale of stock holding that is subject to capital gains taxes. Bloomberg Financial Dictionary …   Financial and business terms

  • taxable — tax‧a‧ble [ˈtæksəbl] adjective TAX if something is taxable, you must pay tax on it: • Money in the account is taxable. • investors who buy taxable bond funds * * * taxable UK US /ˈtæksəbl/ adjective FINANCE, TAX ► taxable earnin …   Financial and business terms

  • taxable — tax·able / tak sə bəl/ adj 1: subject to being taxed: making one liable to taxation a taxable amount a taxable event 2: that may be properly charged by the court against the plaintiff or defendant in a suit taxable costs 3: used as …   Law dictionary

  • tax event — mokestinis įvykis statusas Aprobuotas sritis buhalterinė apskaita ir finansinė atskaitomybė apibrėžtis Įvykis, kuriam įvykus mokesčio mokėtojui, mokesčių administratoriui ar kitai teisės aktų nustatytai institucijai atsiranda prievolė… …   Lithuanian dictionary (lietuvių žodynas)

  • taxability — taxable UK US /ˈtæksəbl/ adjective FINANCE, TAX ► taxable earnings, goods, assets, etc. require a particular amount of their value to be paid to the government: »The report shows taxable sales dropped nearly 10%. taxable as sth » Distributions… …   Financial and business terms

  • 401(k) — In the United States of America, a 401(k) plan allows a worker to save for retirement while deferring income taxes on the saved money and earnings until withdrawal. The employee elects to have a portion of his or her wage paid directly, or… …   Wikipedia

  • Commissioner v. LoBue — Supreme Court of the United States Argued May 6, 1956 Decided May 28, 1956 …   Wikipedia

  • Tax Liability — The total amount of tax that an entity is legally obligated to pay to an authority as the result of the occurrence of a taxable event. Tax liability can be calculated by applying the appropriate tax rate to the taxable event s tax base. Taxable… …   Investment dictionary

  • Tender offer — is a corporate finance term denoting a type of takeover bid. The tender offer is a public, open offer (usually announced in a newspaper advertisement) by an acquirer to all stockholders of a publicly traded corporation to tender their stock for… …   Wikipedia

Share the article and excerpts

Direct link
Do a right-click on the link above
and select “Copy Link”