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Tax Strategy

Have You Considered Tax-Loss Harvesting?

Have You Considered Tax-Loss Harvesting?

December 1, 2022 by Marc Bautis

Tax-loss harvesting can be a savvy way to reduce your capital gains taxes, but here's why it needs to be coordinated with your overall financial plan.

Read moreHave You Considered Tax-Loss Harvesting?
Tax-Loss Harvesting | Tax Time

Turn Investment Losses into Tax Breaks with Tax-Loss Harvesting

October 6, 2022 by John Williams

If you cashed in on the economic boom, don’t be caught off guard with a hefty capital gains tax bill. Here’s a look at a potential way to reduce your tax bill.

Read moreTurn Investment Losses into Tax Breaks with Tax-Loss Harvesting
What Issues Should I Consider When Harvesting Capital Losses?

Financial Planning Checklist: What Issues Should I Consider When Harvesting Capital Losses?

September 1, 2022 by Marc Bautis

With markets down so far this year, there's a spotlight on tax-loss harvesting. Here's an overview of what you should consider before employing this strategy, including the effect harvesting losses may have on your overall portfolio goals.

Read moreFinancial Planning Checklist: What Issues Should I Consider When Harvesting Capital Losses?
How to Be More Tax Efficient

How to Be More Tax Efficient in 2022 – Daily Flash Briefing

May 11, 2022 by Bautis Financial

Tax planning should be a year-long activity that cuts across almost everything you do financially.

Read moreHow to Be More Tax Efficient in 2022 – Daily Flash Briefing
Analyzing Tax Return

Episode 103 – How to Analyze Your 1040 Return To Be More Tax Efficient

May 4, 2022 by Bautis Financial

You are not finished with your taxes after you file your return. In fact, the first step to becoming more tax efficient begins with your 1040 tax return.

Read moreEpisode 103 – How to Analyze Your 1040 Return To Be More Tax Efficient
Searching for Tax-Saving Strategies

Webinar – 5 Ways You Could Reduce Your 2021 Taxes

February 24, 2022 by Bautis Financial

Whether you choose to use a tax preparer or file yourself, you don’t want to miss out on these tax strategies that could save you!

Read moreWebinar – 5 Ways You Could Reduce Your 2021 Taxes
5 Tax Benefits for Higher Education Expenses

5 Tax Benefits for Higher Education Expenses

December 16, 2021 by Bautis Financial

These tax benefits can help you save on expenses for higher education to maximize your college savings.

Read more5 Tax Benefits for Higher Education Expenses
5 Year-End Strategies for Charitable Giving

5 Year-End Strategies for Charitable Giving

November 30, 2021 by Bautis Financial

With these year-end giving strategies, you can make charitable donations in ways that are most beneficial to your financial situation.

Read more5 Year-End Strategies for Charitable Giving
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Montclair, NJ 07042
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