Five Tax-Loss Harvesting Tips
Though the markets have been up strongly this year, your investment portfolio could have a few lemons in it. Using the tax strategy of tax-loss harvesting, you may be able to turn those lemons into lemonade.
Why is a Balanced Scorecard Important?
One way to evaluate your business and establish strategic goals is with the Balanced Scorecard.
Jennifer Dougherty – Staff Spotlight
Jennifer Dougherty joined the Baker Holtz team as their marketing director in February 2021. She manages their social media accounts, their website, advertising initiatives, and… Read More »Jennifer Dougherty – Staff Spotlight
Avoid Tax Traps with Loans to Friends and Family
If you lend money to someone close to you, here are some tips to do it right in the eyes of the tax code
