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In The News
Watch out for the wash sale rule
September 24, 2014
If you’ve cashed in some big gains this year, consider looking for unrealized losses in your portfolio and selling those investments before year end to offset your gains. This can reduce your 2014 tax liability.
Grandchild in college this fall? Paying tuition could save gift and estate taxes
August 20, 2014
Now’s the time of year when many young adults are about to head back to college — or to enter their first year of higher education. If you have a grandchild who’ll be in college this fall and you’re concerned about gift and estate taxes, you may want to consider paying some of his or her tuition.