Your Tax Insights from L&H CPAs

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. So it’s important to be aware of the different tax treatments when managing your income investments.

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Tags: Investing

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