Selling Stock by Year-End? Watch Out for the Wash Sale RuleDecember 13, 2022Educational ArticlesIf you’re thinking about selling stock shares at a loss to offset gains that you’ve realized during 2022, it’s important…Read More
Do You Qualify for the QBI Deduction? And Can You Do Anything by Year-End to Help Qualify?December 12, 2022Educational ArticlesIf you own a business, you may wonder if you’re eligible to take the qualified business income (QBI) deduction. Sometimes…Read More
Answers to Your Questions About Taking Withdrawals From IRAsDecember 6, 2022Educational ArticlesAs you may know, you can’t keep funds in your traditional IRA indefinitely. You have to start taking withdrawals from…Read More
Year-End Giving to Charity or Loved OnesNovember 22, 2022Educational ArticlesThe holiday season is here and many people plan to donate to their favorite charities or give money or assets…Read More