Tag Archives | tax changes
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What’s On Our Fall “To Do” List

It’s fall, and the leaves are changing color for our friends up north. Here in Florida, it’s still hurricane season (until November 30) which undoubtedly means more rain and a close eye on the tropics for another two months. As we enter the last quarter of the year, here’s a quick rundown of what is […]

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Quarterly Estimates: Another Pesky Tax Guideline Moved To July 15

Last week, we had somewhat of an odd situation. The first quarterly tax estimate, normally due April 15, was postponed to July 15. But the second tax estimate, due June 15, was still due on June 15. We were all a little stumped by this. The second tax estimate was due before the first tax […]

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Cut Your Taxes By Taking Investment Losses Before December 31

Investment losses don’t sound like a good thing, but they can be at year-end. That’s when we start scouring your portfolio to look for opportunities to lock in capital losses for the year. By selling investments at a loss, we can offset gains elsewhere in your portfolio and generate up to a $3,000 net tax […]

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