by Brian Hare, CPA, CGMA | Dec 7, 2022 | Blog, Tax, Uncategorized
The overall stock market has been down during 2022 but there have been some bright spots. As year-end approaches, consider making some moves to make the best tax use of paper losses and actual losses from your stock market investments. Tax rates on sales Individuals...
by Megan Kosciolek, EA, MST | Dec 15, 2021 | Tax
Year-end is a good time to plan to save taxes by carefully structuring your capital gains and losses. Consider some possibilities if you have losses on certain investments to date. For example, suppose you lost money this year on some stock and have other stock that...
by Brian Hare, CPA, CGMA | Jul 25, 2019 | Tax
You may have heard about a proposal in Washington to cut the taxes paid on investments by indexing capital gains to inflation. Under the proposal, the purchase price of assets would be adjusted so that no tax is paid on the appreciation due to inflation. While the...
by Brian Hare, CPA, CGMA | Nov 6, 2018 | Estate Planning, Tax
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...
by Brian Hare, CPA, CGMA | Jul 12, 2018 | Tax
Today many employees receive stock-based compensation from their employer as part of their compensation and benefits package. The tax consequences for this type of compensation can be complex, subject to ordinary-income, capital gains, employment and other taxes. But...
