So before you start working with your tax preparer or open up your tax software, either the package you bought or downloaded or are using via Free File (yes, it’s already open), here are some things to think about and documents that you might need to do the job.
Megan is a Certified Financial Planner (CFP), Certified Public Accountant (CPA) and the Director of Financial Planning at Motley Fool Wealth Management. She’s a tax guru and is here to teach us some basics of tax planning!
If you have appreciated assets in taxable accounts you should consider tax gain harvesting.
2018 isn’t quite over yet, which means there’s still time to squeeze in a few last-minute moves to make the upcoming tax season less …