Wake Up – You May Be Losing Some of Your Investments To Taxes Unnecessarily
As tax practicioners we do many tax returns where there are opportunities to save tax money. We talk about these opportunities with clients and just like everything else time slips by and they forget to follow up and then we repeat the process the following year. ...Seek liquidity for short-term investments
The stock market may not be the right place for all of your money at all times. Here are two situations when cash accounts can be a better solution.