Beware of Wash Sales that May Affect Loss Harvesting

Beware of Wash Sales that May Affect Loss Harvesting

If you’re optimistic about the stock markets in 2023, you might be considering strategies to make the most of your investments. One popular approach is called “harvesting” capital losses, where you sell securities that would result in losses and use...
Understanding Transfer Taxes and Estate Planning

Understanding Transfer Taxes and Estate Planning

Transfer taxes, such as estate and gift taxes, are highly political due to two main reasons. First, they contribute a small portion of revenue to the U.S. budget compared to other taxes like income and Social Security taxes. Second, only a small number of citizens are...

Pin It on Pinterest