investments – The Burns Firm – Advisors of Complex Financial Matters

Investment Swings: What’s the Tax Impact?

September 19th, 2023|Categories: Accountant, Accounting, Burns Firm, CPA, CPA Dallas, CPA near me, Dallas CPA, Investments, Tax, tax accountant, Tax Advisor, The Burns Firm|Tags: CPA Dallas, cpa near me, Dallas CPA, Investment Swings, investments, tax, tax advisor, Tax and Your Investments, The Burns Firm|

If your investments have fluctuated wildly this year, you may have already recognized some significant gains and losses. But nothing is decided tax-wise until year end when the final [...]

Act Soon to Save 2018 Taxes on Your Investments

December 18th, 2018|Categories: Burns Firm, Services, Tax, Tax Deductions, Tax Planning, Tax Preparation, Tax Return|Tags: 2018 investment taxes, CPA, investments, tax, Tax planning, tax preparation, tax return, tax savings, taxes on investments, The Burns Firm|

Do you have investments outside of tax-advantaged retirement plans? If so, you might still have time to shrink your 2018 tax bill by selling some investments • you just need [...]

Tax Planning for Investments Gets More Complicated

October 9th, 2018|Categories: Accounting, Burns Firm, Tax, Tax Deductions, Tax Planning, Tax Preparation, Tax Return|Tags: business, CPA, dividends, investments, investors and tax planning, long-term capital gains, tax, tax deductioin, Tax planning, tax return, TCJA, The Burns Firm|

For investors, fall is a good time to review year-to-date gains and losses. Not only can it help you assess your financial health, but it also can help you determine [...]