Tag Archives | year end tax moves
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The Clock Is Ticking On Year-End Tax Moves

Tick, tock, tick, tock. Do you hear it? That’s the sound of time running out. We talked with financial journalist Robyn A. Friedman of City & Shore Magazine to share smart year-end tax moves that can save people money. “It’s not too late to review your tax situation for 2019 – or too early to […]

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Smart Tax Moves Before Year-End

Our clients know that toward the end of each year, we review non-retirement portfolios looking for opportunities to harvest capital gains and losses.  This year, that task will have a heightened importance, as capital gains tax rates are likely to rise next year from their historic lows. At present, capital gains tax rates range from a low of […]

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