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Tax Tip Tuesday! Stock Basis Reporting Begins This Year

Beginning this year, your broker will track the basis in stocks you purchase. When you sell your shares, the basis will be reported to you — and the IRS — on the stock-sale statement you receive at the...

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Index funds Are A Popular Investment Choice

Like the weather, the stock market is always changing and hard to predict. Nobody gets it right all the time. That’s one reason why index funds are popular. They mitigate some of the risk that you’ll...

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Diversify Investments By Putting A Focus On Taxes

Savvy investors often spread their risks by investing in a variety of asset classes such as stocks, bonds, commodities, and real estate. But with a changing tax landscape, investors might consider...

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Is Home Equity An Investment?

When determining the mix of stocks and bonds in your financial portfolio, should you include the equity in your home? It’s an important question. If you add the value of your home (minus the...

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Gifting Appreciated Stock Has Varying Tax Consequences

Here are a few things to consider when making gifts of appreciated stock. If you are gifting to a qualified charity, you get a deduction for the fair market value of the stock even though your basis...

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Some Tax Benefits Have A Past And A Future

Like a page from a science fiction novel, your tax return can reach into the past and future. How? Through the use of tax carryforwards and carrybacks. Here is what you should know about these...

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Index Funds Could Be The Right Investment Choice For You

Like the weather, the stock market is always changing and hard to predict. Nobody gets it right all the time. That’s one reason why index funds are popular. They mitigate some of the risk that you’ll...

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Don’t Get Tripped Up By A Wash Sale

Are you eyeing your portfolio with year-end investment loss harvesting in mind? Before you place those sell orders, take a moment to review the “wash sale” rules. A wash sale occurs when you sell a...

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