ARTICLES

Investment losses may offer an opportunity to lower your tax bill. Learn how tax-loss harvesting works, understand the IRS wash-sale rule, and explore ways to use investment losses to reduce capital gains before year-end.

Discover the new tax advantages of Qualified Small Business (QSB) stock under the OBBBA. Learn about updated asset limits, gain exclusions, and rollover opportunities to maximize your investment strategy.

When someone passes away, most capital assets — like stocks, real estate, and crypto — are adjusted to their fair market value as of the date of death, resetting their tax basis. In some cases, the estate can use a valuation from six months later if it lowers estate taxes. Need help? We’re here to guide you through these rules and create a strategy that works for you.

Navigating the tax implications of selling business assets, particularly Section 1231 property, requires careful planning.