Gates, Kirby & Company, P.C. |

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12 Apr

PAYABLE-ON-DEATH ACCOUNTS: BENEFICIAL TOOLS IF USED CORRECTLY

Payable-on-death accounts can provide a quick, simple and inexpensive way to transfer assets outside of probate. They can be used for bank accounts, certificates of deposit and even brokerage accounts....

09:00 / Inheritance / Legal

20 Jan

ARE YOU AT RISK FOR INVESTMENT FRAUD?

Many perpetrators of investment fraud know how to push the right psychological buttons to entice their “marks” to buy worthless or nonexistent securities. Would-be investors can mitigate the risks by asking a few questions, performing some research and consulting with trusted advisors. ...

06:00 / Legal

14 Oct

BEWARE OF “WASH SALES” WHEN SELLING SECURITIES

Under the “wash sale” tax rule, if a taxpayer sells stock or securities for a loss and buys back substantially identical stock or securities within the 30-day period before or after the sale date, that loss can’t be claimed for tax purposes. This article provides...

06:00 / Legal / Taxes

26 Oct

BEWARE OF “WASH SALES” WHEN SELLING SECURITIES

If you’re planning to sell capital assets at a loss to offset gains that have been realized during the year, it’s important to beware of the “wash sale” rule. Under this tax rule, if you sell stock or securities for a loss and buy substantially...

08:00 / Budgeting / COVID-19 / Growth / Legal / Taxes

PAYABLE-ON-DEATH ACCOUNTS: BENEFICIAL TOOLS IF USED CORRECTLY

ARE YOU AT RISK FOR INVESTMENT FRAUD?

BEWARE OF “WASH SALES” WHEN SELLING SECURITIES

BEWARE OF “WASH SALES” WHEN SELLING SECURITIES

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