The Cabot Advisor Blog

Tax Planning

Tax Reform Coming?

Congress and President Trump are hoping to agree on a tax reform bill in the near future, perhaps before the end of 2017 or during 2018.  While the timing and details of any potential tax law changes are mostly unknown at this time, we will be closely watching for any new developments as they take […]

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Taxes Should Not Drive Investment Decisions

Many investors believe they need to make investment decisions with their tax situation in mind. I am not saying you should completely ignore taxes. For example, if you have held a stock in a taxable account for 361 days and you are thinking of selling it, I would strongly be in favor of waiting five […]

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3 Year-End Tax Planning Tips

The end of 2016 is coming fast!  While we mostly think of “tax season” as that crazy time of year during the weeks before April 15th, the most valuable part of income tax planning should usually be executed before the books close on December 31st.  To avoid unwanted surprises on your tax return, consider these […]

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