Capital gains
Cost basis reporting
Regulations require brokers and mutual fund companies to provide cost basis reporting to the IRS for mutual fund shares acquired after January 1, 2012.
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From Wealth Management Center
Preserving and enhancing wealth for the future with financial-planning experts Bill Cass and Chris Hennessey
Deficit projections could signal higher taxes
The federal government recently released a report on the nation’s finances, including longer-term projections for a rising deficit, which could ...
Six planning strategies for a down market
It can be difficult to navigate a down market, investors may be able to take advantage of tactical planning opportunities.
How to be smart about taxes in the year ahead
With the 2021 tax filing deadline over, it may be time to think about planning strategies for taxes for the rest of the year.