Through a technique known as “tax-loss harvesting,” recognizing a loss on an investment that is down in value can position you for future tax advantages as you manage your portfolio. Our article explains.
By Caleb Arringdale If you have children or grandchildren, there are good reasons for choosing to pass along some of your wealth during your lifetime rather
By Matt Knoll, CFP® & Caleb Arringdale, EA What is Cost Basis? Cost basis is the original value of a share of stock. Because stock prices go up and
Caleb Arringdale, TPC Tax Advisor, recently presented “Simplifying Tax Planning for Retirees” as part of the Expedition to Retirement webinar series. To watch this informative webinar,
By Caleb Arringdale Several years ago, the IRS instituted a program to help identity theft victims secure their tax returns. Those who qualified for the
By Caleb Arringdale When most people think of investments, the first thing that comes to mind is usually stocks. Stocks receive much more media attention and
by Jude Boudreaux, CFP®, Sr. Financial Planner and Caleb Arringdale, TPC Tax Advisor We recently received a message from a client asking for some advice. They
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