Month: December 2017

Tax Planning Basics

By: Elisabeth - December 1, 2017 - 9:13 am

Tax season is just around the corner. Get a jump on your tax season planning with 3 Ways to Reduce Your Taxes. Click this link to read the full article provided by TheBalance.com:  Tax Planning Basics.  


Tax-Loss Harvesting

By: Elisabeth - December 1, 2017 - 9:09 am

Tax-Loss Harvesting A useful year-end move to counteract capital gains.  Provided by Denise B. Barrows, CPA, CFP®   It looks like 2017 will end up being a very good year for the stock market. Consequently, you may realize short-term capital gains. What will you do about them? You could do what many savvy investors do  Read more…