What the I.R.S. looks for and why. “Audit” is a word that can strike fear into the hearts of taxpayers. However, the chances of an Internal Revenue Service audit aren’t that high. In 2017, the most recent statistics available, show the I.R.S. audited 0.5% of all individual tax returns.¹ Being audi … [Read More...] about What if You Get Audited?
Now is a good time to think about a few financial matters. Consider making tax moves earlier rather than later. If you own a business, … [Read More...] about Tax Moves to Consider in Summer
What it means; why it counts. The after-tax return vs. the pretax return. Everyone wants their investments to perform well. But for many … [Read More...] about Tax Efficiency
What they are; why they matter. For many investors, it can be tempting to think of one's portfolio in terms of “gains” or “losses.” True, t … [Read More...] about Unrealized Loss and Gain
Are your choices based on evidence or emotion? Information vs. instinct. When it comes to investing, many people believe they have … [Read More...] about Making Investment Decisions