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Taxes

Home » Taxes
All Blogs | Personal Planning | Taxes

Dividends and Harvesting Losses

December 30, 2022 by Aaron Puttroff

’Tis the season for taxable dividends and capital gains to show up in your mutual fund account—and on your tax return. Many publicly-traded companies pay out some portion of their … Read More

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  • HOME
  • ABOUT
  • OUR TEAM
  • SERVICES
    • Personal Planning
    • Strategic Retirement Planning for Business Owners
  • RESOURCES
    • Newsletters
    • Blog
    • Videos
    • Business Planning Whitepapers
    • Cash Flow Mapping
    • Business Valuator
  • CONTACT