Investors want to rebalance or reduce their exposure to stocks without creating a large tax bill. We specialize in tax-efficient portfolio management and can help you minimize the taxes you will pay. Here are 9 ways to manage your investment taxes more effectively:
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See All(JofA) - The IRS on Wednesday issued guidance clarifying that taxpayers may generally continue to deduct 50% of the food and beverage...
Due to the tax reform passed in December, many taxpayers will be seeing tax changes in their 2018 tax return. Some changes are positive...
NTA Blog: An Analysis of Tax Settlement Programs as Amnesties - Why IRS’s Offshore Voluntary Disclos
Subscribe to the NTA’s Blog and receive updates on the latest blog posts from National Taxpayer Advocate Nina E. Olson. Additional blogs...
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