The CPA Desk

A Thought Leader Production by PKFTexas

Tag Archives: investments

Details to Keep in Mind When Selling Investments

The tax consequences of the sale of an investment, as well as your net return, can be affected by a variety of factors. You’re probably focused on factors such as how much you paid for the investment vs. how much you’re selling it for, whether you held the investment long-term (more than one year) and… Continue Reading

How to get fiscally fit in 2014 – Guestblog: Lori Siegel, CFP

Each year, Americans start off January making resolutions, and many individuals focus on financial issues. This may including household budgeting, planning to review their investment portfolio or, more broadly, a making pledge to align and monitor their investments on a consistent basis to ensure that they align with their life goals. This holistic wealth management… Continue Reading