year-end tax strategy Archives - Milliken, Perkins & Brunelle

Make year-end tax planning moves before it’s too late!

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September 24, 2024 Kevin Brunelle Deductions, gift tax exclusions, required minimum distribution, year-end tax strategy

year-end tax planning

With the arrival of fall, it’s an ideal time to begin implementing strategies that could reduce your tax burden for both this year and next.
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Strategies for investors to cut taxes as year-end approaches

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November 29, 2022 Kevin Brunelle capital gains, capital loss, Investments, year-end tax strategy

year-end investor taxes

The overall stock market has been down during 2022 but there have been some bright spots. As year-end approaches, consider making some moves to make the best tax use of paper losses and actual losses from your stock market investments.