Personal Finance

Monday, November 9, 2015

The Dos and Don’ts of Year-End Tax Moves

Senior Estate Planner, Mike Repak, explains what should and shouldn’t be done in year-end tax moves.



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Monday, November 2, 2015

Learn how to limit the impact of the wash sale rule

Senior Estate Planner, Mike Repak, discusses various techniques to navigate around the wash sale rule.



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