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Turning stock downturns into tax advantages
Have you ever invested in a company only to see its stock value plummet? (This may become relevant in light of recent market volatility.) While such...
We have prepared a selection of frequently asked questions.
2 min read
Have you ever invested in a company only to see its stock value plummet? (This may become relevant in light of recent market volatility.) While such...
2 min read
Let’s say you own one or more vacant lots. The property has appreciated greatly and you’re ready to sell. Or maybe you have a parcel of appreciated...
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If you’re gathering documents to file your 2023 tax return and you’re concerned that your tax bill may be higher than you’d like, there might still...
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Restricted stock awards are a popular way for companies to offer equity-oriented executive compensation. Some businesses offer them instead of stock...
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If your investments have fluctuated wildly this year, you may have already recognized some significant gains and losses. But nothing is decided...
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As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable accounts and take steps to avoid potential tax...