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Posts Tagged ‘Tax Planning’

Advanced Tax Planning Ideas: Tax Loss Harvesting & Ways to Quantify the Benefits

By Norris Davis

When you lose money on certain investments, you can typically claim the loss against other investments, and in some cases, you may even be able to claim all or a portion of the loss against regular income.

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Four Ways to Help Lower Your Taxes Now

By Norris Davis

The financial decisions you make between now and the end of the year can significantly impact how much taxes you will have to pay once tax day arrives.

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IRS Announces New 2024 Income Tax Brackets

By Norris Davis

It is crucial for individuals to engage in strategic tax planning with their financial professionals, particularly considering the changes to the standard deduction and tax brackets for the year 2024.

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6 Ways to Minimize Your Tax Liability Throughout the Year

By Norris Davis

You don’t need to wait until the end of the year to look for ways to minimize your tax liability. Tax planning should take place throughout the year to have you prepared well ahead of tax season.

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Advanced Tax Planning Ideas: Tax Loss Harvesting & Ways to Quantify the Benefits

By Norris Davis

When you lose money on certain investments, you can typically claim the loss against other investments, and in some cases, you may even be able to claim all or a portion of the loss against regular income. Called tax-loss harvesting, this strategy can be critical for investors, day traders, or anyone who regularly buys and sells investments. 

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Securities offered through LPL Financial, Member FINRA/SIPC.  Investment advice offered through Verus Capital Partners, LLC, a registered investment advisor.  Verus Capital Partners, LLC and South Platte Investments & Planning are separate entities from LPL Financial.

To view LPL Financials privacy policy, visit the Privacy/Security section on the LPL Financial website.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.  No offers may be made or accepted from any resident of any other state.  Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

This is not a recommendation to buy or sell securities, or of any particular strategy.  These investment guidelines are not intended to represent investment advice that is appropriate for all investors.  Each investor's portfolio must be constructed based on the individual's financial resources, investment goals, risk tolerance, investing time horizon, tax situation and other relevant factors.  Past performance does not guarantee future results.  All investments involve the risk of potential investment losses.  Using any particular strategy does not guarantee greater or more consistent returns.

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