Do you have significant investment-related expenses, including the cost of subscriptions to financial services, home office expenses and clerical costs? Under current tax law, these expenses aren’t deductible through 2025 if they’re considered investment expenses for the production of income.

person typing on a computer with stats and graphs while also holding a phone with stats; image used for blog post about deductible expenses for owning investment portfolio

But they’re deductible if they’re considered trade or business expenses.


Continue Reading Can Taxpayers Who Manage Their Own Investment Portfolios Deduct Related Expenses?