Archive - November 29, 2019

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Tax Strategies for the end of the year

Tax Strategies for the end of the year

Many Tax strategies require you to act before December 31st of the Tax year, not April 15th of next year. So, time is running out if you are thinking about Tax Planning. Today, I will explain the 3 most important factors to consider – in order to implement end-of-the-year tax strategies.

Tax Strategy 1: Offset Capital Gains with capital losses from unwanted positions

If you have capital gains during the year, consider selling some of your unwanted positions where you may have losses. For example, let’s say you sold a position earlier this year – in your taxable… Read More

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