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Even though the market was flat last year, your clients will probably have capital gains and distributions to report.
Buying and selling mutual fund shares can seem simple—until 1040 time rolls around. To avoid costing your clients needless capital-gains liabilities, familiarize yourself with the various methods of conducting mutual fund transactions and their tax implications.
Accurately calculating cost basis is a crucial first step to helping clients implement effective tax-saving strategies. Here's a rundown of the basic considerations.
This handy overview of investment-related tax rules can help you build a more tax-efficient portfolio on the front end, as well as harvest losses when the year draws to a close.
There are several tax strategies to keep in mind if you bought or sold a home in 2005.
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