Posts Tagged ‘carolyn m. glynn’
Year-end Tax Strategies to Consider Now
Whether you anticipate your income taxes to increase next year due to higher earnings or changes due to tax legislation, consider the following before December 31. To offset capital gains: Harvest your losses by selling taxable investments. Harvest your gains by selling taxable investments if you have capital loss carryovers or year-to-date losses for the…
Read MoreTwo Bright Sides of Estate Planning During COVID-19
There have been arguably few financial “silver linings” that we can point to in recent months, but there are two (2) opportunities at this time worth noting for wealthy clients interested in mitigating estate and gift taxes. not assigned carolyn m. glynn | covid | estate planning
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