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Thought Leadership in Action

Tax-Loss Harvesting Tips for 2024

Stock markets broadly recovered in 2023 from a down year in 2022. The S&P 500, for example, gained 24.33% in 2023 after a 19.44% loss the year prior. But even in a strong market, tax-loss harvesting remains an important tactic for investors looking to offset gains and minimize tax liabilities while maintaining a growth-oriented investment approach. Clients can benefit from sound advi...

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Tax Planning in the Season of Giving

The holiday season is a time for giving. And while helping others is its own reward, people can easily overlook charitable deductions and other incentives they’re entitled to during tax season. You can help your clients take advantage of these opportunities and avoid common mistakes. The 2022 tax year features rule changes from the 2021 tax year that affect how charitable tax deductions ...

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