Are You a Regular Investor or a Tax-Favored Securities Trader?

Mar 22, 2023 | Income Tax

Tags: QuickBooks Bookkeeping, Sarasota CPA, Stock Portfolio, Tax Planning As we navigate the recent volatility in the stock market, you may want to think about the possible favorable federal income tax treatment the tax code gives to a securities trader. What Are The...

Last-Minute Year-End Tax Strategies for Your Stock Portfolio

Nov 23, 2022 | Income Tax

Tags: QuickBooks Bookkeeping, Sarasota CPA, Stock Portfolio, Tax Planning When you take advantage of the tax code’s offset game, your stock market portfolio can represent a little gold mine of opportunities to reduce your 2022 income taxes. The tax code contains the...

Are You a Regular Investor or a Tax-Favored Securities Trader?

Last-Minute Year-End Tax Strategies for Your Stock Portfolio

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How Business Owners can Save Thousands In Taxes Even If They Have A CPA*

*These are not guaranteed savings. Savings may be more or less and will be determined during your assessment based on your business size and circumstances.