Capital Gains

October 21, 2021 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Blog: A Popular Way To Avoid Capital Gains Taxes

With the tax talk out of Washington indicating a hike in income tax rates as well as capital gains tax rates, I am getting more questions about strategies to reduce taxes. Unfortunately, if your goal is to find ways to reduce taxes, many loopholes have already been closed. However, there is one strategy that has […]

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April 26, 2021 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Blog: 5 Strategies To Reduce Investment Taxes

With the tax talk out of Washington signaling higher tax rates on both earned income and investment income, investors would be wise to consider some tax moves. Higher taxes on interest income, capital gains and dividends are all under consideration. In situations like this, it’s often prudent to move before the legislation is passed, so […]

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