Tax Strategies, Advice & Insights


Mutual Funds: Handle with Care at Year End

Posted by L&H CPAs on Dec 5, 2018 6:49:00 AM

As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable accounts and take steps to avoid potential tax traps. Here are some tips for you.

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Tags: Investing

The Ins and Outs of Tax on “Income Investments”

Posted by L&H CPAs on Nov 14, 2017 5:50:57 AM

Many investors, especially more risk-averse ones, hold much of their portfolios in “income investments” — those that pay interest or dividends, with less emphasis on growth in value. But all income investments aren’t alike when it comes to taxes....

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Tags: Investing

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