Investment and Finance
The most frequently asked tax questions related to Investment and Finance
For Tax Payers
Need professional help with a specific tax issue or have general tax questions? Ask a CPA is the easiest way to get advice from a licensed accountant in our network.
Ask a Tax QuestionFor Accountants
Provide answers to tax questions and introduce your practice to new potential clients. Build your CPAdirectory profile and earn reputation points.
Answer Tax QuestionsSEP IRA - Maximum contribution
Asked Friday, January 20, 2012 by an anonymous user
Employers can contribute up to a quarter of the salaries that each employee earns (25%)up to an annual maximum limit. For 2017, that maximum will be $54,000, up $1,000 from its 2016 level. That's the first rise in the SEP IRA limit since 2015,
For self-employed. the 25% refers to the self-employed worker's "net earnings" from the business. The net result of the math is that the 25% limitation on "net earnings" works out to 20% of your adjusted profit after the self-employment tax adjustment
For self-employed. the 25% refers to the self-employed worker's "net earnings" from the business. The net result of the math is that the 25% limitation on "net earnings" works out to 20% of your adjusted profit after the self-employment tax adjustment
Short Term Capital Gains ( less than a year)
Asked Sunday, January 15, 2012 by an anonymous user
Short term capital gains are taxed at ordinary income rates.
However, you can offset short term capital gains with long term and short term capital losses and any capital losses carried over from previous years that you did not use.
However, you can offset short term capital gains with long term and short term capital losses and any capital losses carried over from previous years that you did not use.
Dividends & Long Term Capital Gains - Qualified Tax Rate for 2016
Asked Sunday, January 15, 2012 by an anonymous user
The rate for Individuals whose other taxable income is in the 10% or 15% bracket pay no tax on their qualified dividend’s in 2013. The rate is 15% for Individuals whose other taxable income exceeds the 15% bracket and are in the 25% or 28% or 33% or 35% bracket. The rate is 20% for Individuals whose other taxable income is in the 39.6% bracket.
Long Term Capital Gains (greater than a year) Rates
Asked Sunday, January 15, 2012 by an anonymous user
Long term rates apply to gains from the sale of capital assets such as stock that you held for MORE than one year.
Long-term gains and qualified dividends are taxed at;
0% if taxable income falls in the 10% or 15% marginal tax brackets 15% if taxable income falls in the 25%, 28%, 33%, or 35% marginal tax brackets 20% if taxable income falls in the 39.6% marginal tax bracket 25% on Depreciation Recapture 28% on Collectibles 28% on qualified small business stock after exclusion
Long-term gains and qualified dividends are taxed at;
0% if taxable income falls in the 10% or 15% marginal tax brackets 15% if taxable income falls in the 25%, 28%, 33%, or 35% marginal tax brackets 20% if taxable income falls in the 39.6% marginal tax bracket 25% on Depreciation Recapture 28% on Collectibles 28% on qualified small business stock after exclusion
Kiddie Tax
Asked Thursday, January 12, 2012 by an anonymous user
First $1,000 = no tax
Next $1,000 taxed at child's rate
Amounts over $2,000 taxed at parents marginal rate
Next $1,000 taxed at child's rate
Amounts over $2,000 taxed at parents marginal rate
Investments & Financial Planning
Does Asia have a stock exchange ?
Asked Thursday, December 29, 2011 by an anonymous user
Asian Stock Exchanges:
Azerbaijan Baku Interbank Currency Exchange
Baku Stock Exchange (BSE)
Bangladesh Chittagong Stock Exchange (CSE)
Dhaka Stock Exchange (DSE)
China China Financial Futures Exchange (CFFEX)
Dalian Commodity Exchange (DCE)
Shanghai Futures Exchange (SHFE)
Shanghai Steel Electronic Exchange
Shanghai Stock Exchange (SSE)
Shenzhen Stock Exchange
Zhengzhou Commodity Exchange (ZSE)
Hong Kong Chinese Gold & Silver Exchange Society (CGSE)
Growth Enterprise Market
Hong Kong Exchanges (HKEx) (holding company of Stock Exchange of Hong Kong, Hong Kong Futures Exchange and Hong Kong Securities Clearing Company)
Indonesia Indonesia Stock Exchange (IDX)
Jakarta Futures Exchange (JFX)
Japan Central Japan Commodity Exchange (C-COM) (incorporates Osaka Mercantile Exchange)
Kansai Commodities Exchange (KEX) (incorporates Fukuoka Futures Exchange)
Fukuoka Stock Exchange
Jasdaq Securities Exchange
Nagoya Stock Exchange
Osaka Securities Exchange (OSE)
Sapporo Securities Exchange
Tokyo Commodity Exchange (TOCOM)
Tokyo Financial Exchange (TFX) (formerly Tokyo Financial Futures Exchange)
Tokyo Grain Exchange (TGE)
Tokyo Stock Exchange (TSE)
Kazakhstan Kazakhstan Stock Exchange (KASE)
Kyrgyzstan Kyrgyz Stock Exchange
Malaysia Bursa Malaysia (formerly Kuala Lumpur Stock Exchange)
Labuan International Financial Exchange (LFX) (offshore financial exchange)
Maldives Maldives Stock Exchange
Mongolia Mongolian Stock Exchange
Nepal Nepal Stock Exchange (NEPSE)
Pakistan Islamabad Stock Exchange (ISE)
Karachi Stock Exchange (KSE)
Lahore Stock Exchange (LSE)
Singapore Singapore Commodity Exchange (SICOM)
SGX - Singapore Exchange (Stock Exchange of Singapore and the Singapore International Monetary Exchange)
South Korea Korea Exchange (KRX) (consolidates Korea Stock Exchange, KOSDAQ Market and the Korea Futures Exchange)
Sri Lanka Colombo Stock Exchange (CSE)
Taiwan GreTai Securities Market
Taiwan Stock Exchange (TSEC)
Taiwan Futures Exchange (TAIFEX)
Thailand Agricultural Futures Exchange of Thailand (AFET)
Stock Exchange of Thailand (SET)
Uzbekistan Tashkent Republican Stock Exchange
Uzbek Commodity Exchange
Investments & Financial Planning
Does the Middle East have a stock exchange ?
Asked Thursday, December 29, 2011 by an anonymous user
Middle East Stock Exchanges:
Bahrain Bahrain Stock Exchange
Iran Tehran Stock Exchange
Iraq Iraq Stock Exchange
Israel Tel Aviv Stock Exchange
Jordan Amman Stock Exchange
Kuwait Kuwait Stock Exchange
Lebanon Beirut Stock Exchange
Oman Muscat Securities Market
Palestine National Authority Palestine Securities Exchange
Qatar Doha Securities Market
Saudi Arabia Saudi Stock Exchange (Tadawul)
United Arab Emirates Abu Dhabi Securities Exchange
Dubai Financial Market
Dubai Mercantile Exchange
Investments & Financial Planning
Does India have a stock exchange ?
Asked Thursday, December 29, 2011 by an anonymous user
India Stock Exchanges:
Bombay Commodity Exchange (estwhile the Bombay Oilseeds and Oils Exchange)
Bombay Stock Exchange (BSE)
Calcutta Stock Exchange (CSE)
Cochin Stock Exchange
Inter-Connected Stock Exchange of India (ISE)
Multi Commodity Exchange of India (MCX)
National Commodity & Derivatives Exchange (NCDEX)
National Stock Exchange of India (NCE)
OTC Exchange of India (Exchange for Technology and Growth Stocks)
Pune Stock Exchange (PSE)
Investments & Financial Planning
Does Africa have a stock exchange ?
Asked Thursday, December 29, 2011 by an anonymous user
African Stock Exchanges:
Botswana Botswana Stock Exchange (BSE)
Egypt Egyptian Exchange (EGX)
Ghana Ghana Stock Exchange (GSE)
Kenya Nairobi Stock Exchange (NSE)
Malawi Malawi Stock Exchange (MSE)
Mauritius Stock Exchange of Mauritius (SEM)
Morocco Casablanca Stock Exchange (Bourse de Casablanca)
Namibia Namibian Stock Exchange (NSX)
Nigeria Nigerian Stock Exchange
South Africa Johannesburg Stock Exchange (JSE)
STRATE (Central Securities Depository (CSD) for the electronic settlement of all financial instruments in South Africa)
Sudan Khartoum Stock Exchange (KSE)
Swaziland Swaziland Stock Exchange (SSX)
Tanzania Dar-Es-Salaam Stock Exchange (DSE)
Tunisia Bourse de Tunis (Tunis Stock Exchange)
Uganda Uganda Securities Exchange (USE)
West Africa Bourse Regionale des Valeurs Mobilieres (Regional Stock Exchange for West Africa)
Zambia Lusaka Stock Exchange (LuSE)