L&H Insights

2 min read

The “wash sale” rule: Don’t let losses circle the drain

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

Turning stock downturns into tax advantages

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

A three-step strategy to save tax when selling appreciated vacant land

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

If you didn’t contribute to an IRA last year, there’s still time

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

What you need to know about restricted stock awards and taxes

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

Investment swings: What’s the tax impact?

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...

2 min read

Raising financially responsible kids

L&H CPAs: Jan 16, 2020 1:28:57 AM

3 min read

Is silence golden - The good and the bad of keeping your trust a secret

L&H CPAs: Jan 16, 2020 12:54:37 AM

1 min read

Mutual Funds: Handle with Care at Year End

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...