Was 2020 a Messy Tax Year? Here’s What You Need To Know

Essential readings

4 min read

What So Many People Get Wrong About Tax-Loss Harvesting

7 min read

Navigating Taxes for the Self-Employed

4 min read

How to Get Ready for Next Year’s Taxes Today

8 Ways to Get Ready to File Your 2020 Tax Return

Tax season is here and it’s time to start thinking about your 2020 tax return. Dealing with your taxes doesn’t have to be daunting. Here are eight ways you can get ready to file your 2020 tax return, whether you’re working with an accountant or tax preparation software like TurboTax.

6 min read

How Employer-Granted Stock Options Can Impact Your Taxes

Getting stock options as part of your compensation is exciting – it means you have an opportunity to own part of the company you work for. At the same time, you might not be sure what impact stock options will have on your taxes. That impact depends on whether you’re…

5 min read

8 Ways to Get Ready to File Your 2019 Tax Return

Earlier this year, the IRS extended the deadline to file your 2019 tax return from April 15 to July 15, giving taxpayers three extra months to prepare their tax returns. Now, that deadline is almost here. Dealing with your taxes may seem daunting, but it doesn’t have to be. Here…

4 min read

Why You Should Consider a Portfolio Line of Credit at Tax Time

Few people look forward to filing their tax returns – especially if you owe the IRS money and aren’t sure where you’ll get the cash. If you find yourself in this position, you might wonder if you should borrow the money or sell some of your investments. Wealthfront’s Portfolio…

6 min read

What You Need To Know About Tax-Loss Harvesting

We don’t need to tell you that global markets have been extremely volatile lately. This can be stressful, especially if you’re checking your portfolio more than usual. There is a silver lining, however. Market volatility presents an opportunity to generate tax losses to offset your taxable gains through a time-proven…

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6 min read

10 Ways The CARES Act Puts Money In Your Pocket

The CARES Act, which was signed into law on March 27, is a $2 trillion stimulus package to help Americans cope with the economic fallout caused by the spread of COVID-19. We know these are difficult times, and it’s not always easy to figure out these policies on your own.