Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
Harvest your tax losses throughout the year Clients, like most tax payers, start thinking of tax loss harvesting in December as they make last-minute trades to balance out capital gains with losses for better income-tax outcomes, according to Kiplinger. However, this strategy should come through for clients as needed. In one example, this approach shows how it can deliver in rough-riding markets. — Kiplinger
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