High Net Worth

Before your brain goes full holiday-mode, as the year draws to a close, it’s time to consider some savvy end-of-year tax strategies. While it’s always better to plan throughout the year, here are two such strategies: tax loss harvesting and tax bracket stacking, which...

Tax filers are getting a few extra days this year since April 15th falls on a Saturday and Monday the 17th is a holiday in certain jurisdictions.  So, taxes are due Tuesday, April 18th. There is still time to take some last-minute, small financially beneficial tax...