May Client Bulletin
In May’s newsletter, find summer tax planning ideas, tips on how to change your money habits and ideas on how to teach your kids about banking.
capital gains
Recap of The House Ways and Means Committee’s Recent Tax Proposal
During the week of September 13th, the House Ways and Means Committee issued a tax proposal involving rather expansive changes to the Code in terms of increased tax rates primarily aimed at high-net-worth taxpayers and corporations. Learn more in this article.
March 2017 Client Bulletin
Check out our March 2017 client bulletin for a look at playing defense in a rising stock market, holding down premiums for Medicare Part B and safe harbor 401(k) plans for small companies.
The Importance of Tracking Basis
Your basis is a key factor in determining your tax bill when you sell property. While it has always been important to diligently track your basis in property you own, a recent court case has shown yet another reason why this is so crucial.
30 Days – The Less Commonly Known Wash Sale Rule
Many people know what a wash sale is, but even savvy traders are often unaware of this less commonly known rule when it comes to using your capital losses to offset gains.
Sharing Your Stock Market Losses With Uncle Sam
A lot of people may have large losses in the stock market from last year or early this year. Some of you may have since gained money in the market. You may want to consider selling these gains to offset … Continued