BKHM Blog

Investment Portfolio Review

Posted by BKHM CPAs on Mon, Dec 19, 2016 @ 01:20 PM

Now is the time to review your investment portfolio to take advantage of any built-in capital losses.  If you decide to sell shares at a loss, the loss is limited (“wash sales”) if the shares are repurchased within 30 days of the sale.  Additionally, please contact your investment advisor and/or visit mutual fund websites to determine the expected amount of capital gain distributions, if any, relative to your mutual fund holdings in taxable accounts. For more on this topic contact Brad Beemer at 407-998-9000 or bbeemer@bkhmcpa.com.

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Topics: Investments