Tag: tax planning

Series 4: Tax Loss Harvesting and Carryover of Capital Losses

November 9, 2022

What if you lose money on your investments? A tax loss can be a valuable asset if you use a strategy called “tax loss harvesting,” which is based on the ability to offset capital gains with capital losses so that you only pay tax on your net capital gains. However, there’s a certain sequence youRead more…

End of Year Tax Planning Tips

September 30, 2020

Ever feel like time is passing by in a flash? The passing days and change in seasons usually signals the end of the year is near. Are you ready to take on tax planning for the end of 2020? PPL is here to help by providing some planning tips for you. Contribute to a HealthRead more…