fbpx

About Susan Ford, CPA, MST

This author has not yet filled in any details.
So far Susan Ford, CPA, MST has created 2 blog entries.

Mastering Tax Loss Harvesting: A Strategic Guide to Lowering Your Tax Liability and Boosting Your Investments

By |2023-10-17T13:09:06-05:00October 10th, 2023|Investment Management, Retirement, The Blog @JGUA|

You may have heard of the phrase “tax loss harvesting” in the context of sales of stocks or other investments, and wondered exactly what it means.  Tax loss harvesting generally refers to selling investments (i.e. capital assets) at a loss, specifically timing them so that they offset gains (both capital and ordinary) in the [...]

How to Gain From a Loss

By |2022-11-16T09:05:41-05:00November 15th, 2022|Investment Management, The Blog @JGUA|

You may have heard of the phrase “tax loss harvesting” in the context of sales of stocks or other investments, and wondered exactly what it means.  Tax loss harvesting generally refers to selling investments (i.e. capital assets) at a loss, specifically timing them so that they offset gains (both capital and ordinary) in the same [...]

Go to Top