For investors, fall is a good time to review year-to-date gains and losses. Not only can it help you assess your financial health, but it also can help you determine whether to buy or sell investments before year end to save taxes. This year, you also need to keep in Read more…
Now that you’re finished filing your 2017 tax return (or with your 2017 tax return filed away for an extension), taxes might be the last thing on your mind right now. However, to get the most out of tax savings now is the best time to begin planning for 2018. Read more…
By investing in qualified small business (QSB) stock, you can diversify your portfolio and enjoy two valuable tax benefits: 1. Tax-free gain rollovers. If within 60 days of selling QSB stock you buy other QSB stock with the proceeds, you can defer the tax on your gain until you dispose Read more…