We have prepared a selection of frequently asked questions.
2 min read
Maurice La Verdure: Aug 5, 2025 5:11:43 PM
Retirement planning is essential for all families, but it can be especially critical for couples where one spouse earns little to no income. In such...
2 min read
Scott Henvey: May 8, 2025 12:17:36 PM
Stock, mutual fund and ETF prices have bounced around lately. If you make what turns out to be an ill-fated investment in a taxable brokerage firm...
2 min read
Maurice La Verdure: Apr 8, 2025 2:01:39 PM
Have you ever invested in a company only to see its stock value plummet? (This may become relevant in light of recent market volatility.) While such...
2 min read
Scott Henvey: Jun 5, 2024 2:20:47 PM
Let’s say you own one or more vacant lots. The property has appreciated greatly and you’re ready to sell. Or maybe you have a parcel of appreciated...
2 min read
Maurice La Verdure: Mar 7, 2024 8:53:10 AM
If you’re gathering documents to file your 2023 tax return and you’re concerned that your tax bill may be higher than you’d like, there might still...
2 min read
Maurice La Verdure: Nov 8, 2023 12:32:11 PM
Restricted stock awards are a popular way for companies to offer equity-oriented executive compensation. Some businesses offer them instead of stock...
2 min read
Scott Henvey: Sep 15, 2023 2:07:12 PM
If your investments have fluctuated wildly this year, you may have already recognized some significant gains and losses. But nothing is decided...
3 min read
L&H CPAs: Jan 16, 2020 12:54:37 AM
1 min read
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...
