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Essential Year End Stock Strategies for Savvy Investors

As the year draws to a close, taxpayers with substantial stock holdings have a unique opportunity to...

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Understanding Tax-Deferred Investing

When you are attempting to defer the taxability of a capital gain, save money for your children’s future...

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Day Trader Rules and Tax Treatment

Day trading is neither illegal nor unethical, but it can be highly risky. Most individual investors do...

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Are You Keeping Track of Your Investment Basis?

In taxes, there is a saying: “Those who keep records win.” If you are an investor, you may own real...

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IRS Extends the Opportunity to Defer Capital Gains

As part of tax reform put into place a couple of years ago, individuals are able to defer both short-...

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How to Write Off Worthless Stock

If you are like most investors, you occasionally will pick a loser that declines in value. Sometimes,...

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Defer Gains with Qualified Opportunity Funds

If you have a large capital gain from the sale of a stock, asset, or business and would like to defer...

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Tax Reform Enables Deferral of Taxable Gains Into Investments in Opportunity Zones

Those who have a large capital gain from the sale of a stock, asset, or business and who would like to...

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So Long To The Tax Deduction For Investment Expenses

Under the new tax reform law, investment expenses are no longer deductible as a miscellaneous itemized...

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You May Be Able to Sell Profitable Stocks Without Paying Any Tax

Taxpayers whose top marginal tax bracket is lower than 25% enjoy a long-term capital gain tax rate of...

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Have a Worthless Stock You Want to Write Off for 2016? Action May be Needed by Year-End

If you are like most investors, you occasionally will pick a loser that declines in value. Sometimes,...

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Thinking of Becoming a Real Estate Flipper? Here's a Primer on the Tax Rules

With mortgage interest rates low and home prices finally making a comeback, flipping real estate appears...

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