While we prefer to look at client tax situations before the snow falls, in 2012, like many recent years, it may pay to wait until early December to make significant tax moves. But it still makes sense now to be aware of the likely changes and take steps to limit what you’ll owe in April.
Pruning your portfolio so you’re confident that it’s not being left to the weeds.
If you have purchased and sold stocks in 2011 in your taxable investment account, look for a significant change on the 1099-B form this year. For the first time, your broker will supply cost basis information to you and the…
Why go through the trouble of saving money? Most of us have a natural inclination to spend it now and be immediately gratified rather than sock it away. It seems the siren song of the spendthrift has rarely been so…
Let’s say you were an oracle able to predict the future to an uncanny degree at the beginning of this year. You anticipated the uprisings in Tunisia and how they would spread throughout the Muslim world leading to the overthrow…
With 2010 in the books, your inbox and mailbox has already been flooded with annual investment statements. For most of you, it was a positive year thanks to the strong fourth quarter. You would probably say last year went pretty…