Tag Archives: Taxes
It’s that time of year again. The holidays are over and Punxsutawney Phil is promising an early spring, but before that we’re still in the thick of tax season! While tax season usually conjures images of 1040s, W-2s, and sifting … Read more
As the holidays approach, I begin to evaluate my clients’ portfolios and look for year-end opportunities. Here’s a list of to ensure that you’re not leaving anything on the table.
- Get more out of tax-loss harvesting.
- Tune up your portfolio
Somewhere nestled amid the shuffle of Thanksgiving and New Year’s Eve is a day that reminds us to consider giving back during the holiday season—Giving Tuesday, the Tuesday after Black Friday and Cyber Monday.
So in the spirit of Giving … Read more