Tax GAIN Harvesting?!?!
Tax Gain Harvesting is a tax arbitrage strategy where you sell investments in a taxable brokerage account at gains, during a year in which your tax rate is low. This can eliminate, or severely reduce, the amount of taxes you pay on the appreciated positions.
Ready for a Big Capital Gains Tax Bill?
If you own mutual funds, you may have received a bill for capital gains tax, even if you didn’t sell your shares. Why?
Year End Tax Planning
Only 73 days left until the end of the year! Below are some tax savings strategies that you will want to take advantage of before year end.
California Business Tax Climate In 2024
California’s corporate tax system ranks 48th according to the Tax Foundation. The Tax Index has 5 different components, and CA ranks poorly in most of them.
2024 Tax Planning
Congrats! You just finished paying your 2023 taxes! Now is the perfect time to get started on tax planning for 2024.
The Tax Hack Every Investor Should Know
IRS Code 852(b)(6) is the greatest tax hack that every investor should know.