Posts Tagged stocks
Ten Important Facts About Capital Gains and Losses
Posted by brumley in Income, Investments, Personal Finance, Tax on February 24, 2011
Did you know that almost everything you own and use for personal or investment purposes is a capital asset? Capital assets include a home, household furnishings and stocks and bonds held in a personal account. When a capital asset is sold, the difference between the amount you paid for the asset and the amount you [...]
Tax strategies investors should consider at year-end
Posted by brumley in Investments on November 22, 2010
As year-end approaches, take a closer look at your investment portfolio. There may be some tax-saving strategies worth considering. For example — Wash sales. Thinking of selling a security before December 31 to take advantage of a capital loss? To make sure the loss is deductible, refrain from buying a substantially identical security during the [...]
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T Scott Brumley CPA
With more than thirty years experience in accounting, tax, finance, auditing, technology and business management, T Scott Brumley, CPA rolls up his sleeves and works with his clients to solve their complex business problems.
