Category: Tax Planning

Tax-Loss Harvesting: Is It Worth It?

During market downturns, investment managers will often engage in tax-loss harvesting as a way to create a little  tax ‘alpha’ (a.k.a. positive return) in an

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Extended Tax Filing Deadlines

The IRS and Treasury have extended the deadlines for filing and paying your federal taxes to July 15th. Here’s a handy link to check your

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