Tag: Taxes

Don’t Get Ripped Off When Getting Your Taxes Done

Every year we talk to some people (either current clients or people we know who aren’t clients yet) who tell us that they were charged...

5 Tax Preparation Rules to Follow so You Don’t Get Ripped Off

Every year we talk to some people (either current clients or people we know who aren’t clients yet) who tell us that they were charged...

Tax Loss Harvesting

If your stock portfolio is down this year, its not all bad news.  Investors can deduct up to -$3000 of losses against their income each year....

7 Investment Questions for Tax Season

With tax season in full swing there are several areas where having the right information can be very beneficial in making sure your taxes are done...

Should Your Tax Expert Also Be Your Financial Planner? – upd Jan’15

Taxes can have a major impact on your financial planning and investment strategies. Consequently, your CPA® is a source of valuable information for minimizing your...

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