DON’T LET CAPITAL LOSSES GET YOU DOWN No one wishes to lose money on an investment. But, if it happens, the investor may at least be able to lower his or her tax bill. This article explains how capital losses can save tax, looks into the wash sale rule and offers some potential coping strategies. […]
DONATING APPRECIATED STOCK OFFERS TAX ADVANTAGES One form of charitable giving some taxpayers may not be aware of is donating appreciated stock. It can enable someone to do good while garnering some tax advantages over a cash donation. This article explains the benefits, rules and limits. IS THE SALES TAX DEDUCTION RIGHT FOR YOU? […]
TAKE THE WORRY OUT OF BUSINESS VALUATIONS Appraisals can inspire anxiety for — and excuses from — many business owners. Yet there are some legitimate reasons to obtain an appraisal regularly or, at the very least, to familiarize oneself with the process. This article describes good reasons to obtain a valuation and three “pillars” of […]
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