Sentences with phrase «large unrealized capital gain»

For example, an investor may own 100 shares of Apple stock and be sitting on a large unrealized capital gain.

In summary, where there is a large unrealized capital gain on a family cottage, there will be no income tax panacea.

Many cottages were purchased years ago and have large unrealized capital gains.

But Remy is investing in a non-registered account, and if he's held his stocks and mutual funds for several years, he's probably sitting on large unrealized capital gains, so selling these securities would result in a significant tax bill.

«After the last few years, many older ETFs have large unrealized capital gains,» he says.

So highly appreciated assets with large unrealized capital gains that are transferred at death can be sold by the beneficiaries shortly afterwards with minimal income tax impact.

Not exact matches

This assumes that all impacts to book value run through earnings which is not the case given Berkshire's large balance of unrealized capital gains which are not recognized in earnings each year but flow into book value.