Not exact matches
Avoid doing things that cause unnecessary taxation, such as frequently trading investments and incurring
substantial short - term
capital gains tax, which have higher rates than longer - term investments.
A charitable remainder trust may allow you to make a
substantial gift to charity,
avoid capital gains tax, and provide regular income for you and your family.
To us, a margin of safety means taking measures in our fundamental and valuation analyses with the aim of
avoiding a
substantial or permanent loss of
capital, even if an investment experiences temporary setbacks or headwinds.