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Answers to your COVID-19 Tax Questions

The coronavirus (COVID-19) pandemic has affected many Americans’ finances. Here are some answers to questions you may have right now. My employer closed the office and I’m working from home. Can I deduct any of the related expenses? Unfortunately, no. If you’re an...

Mutual Fund Holdings Review

As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable accounts and take steps to avoid potential tax traps. Here are some tips.   Avoid Surprise Capital Gains Unlike with stocks, you can’t avoid capital gains on...