Tax

I am not a CPA. But we can look at your current tax situation and see if there are some
investment related steps to help. From there we will look at other commonly used solutions and finally if it is necessary, which it usually is, we will bring in a CPA to handle all planning and filing of your taxes. Below are some helpful tools to understand taxes a little better.

Helpful Content

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

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Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@serenitywm.com | (312) 734-1415