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Osborne Rincon CPAs

  • ABOUT US
    • About Us
    • Our Team
    • Community
    • In the News
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TAX TIPS

2022 Mid-year Planning for Capital Gains and Losses

Andrea Carter July 29, 2022

If you are someone that has experienced a decline in your portfolio value, it may be a good time to review your situation and assess if it makes sense (from a tax planning standpoint) to sell losers and “realize” stock losses for tax purposes.

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Tags capital loss, capital gains, Tax Planning
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It's Time to Start Thinking About 2016 Tax Planning

Amanda Cherrey April 21, 2016

Although tax season just finished, it’s never too early to start planning for next year. There are things you can do now to take advantage...

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Tags taxes, 2016 taxes, tax planning, charitable donation, capital loss, tax season
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