Can Taxpayers Who Manage Their Own Investment Portfolios Deduct Related Expenses? It Depends.
Are you an investor or a trader? The difference is important for tax purposes.
Can Investors Who Manage Their Own Portfolios Deduct Related Expenses?
Are you an investor or a trader? While trader status is difficult to achieve, if a taxpayer qualifies, he or she can deduct investment-related expenses.
The Chances of IRS Audit are Down But are You Prepared?
An IRS audit may be nothing to lose sleep over. In many cases, the IRS closes an audit after receiving requested documentation. Here are the latest audit statistics, as well as some tips on how to survive an IRS examination.
Mutual Fund Holdings Review
Investment decisions shouldn’t be driven by tax considerations alone, but taxes are still an important factor to consider, especially when it comes to mutual funds in taxable accounts. Consider these year-end tips.