Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
Mid-year 2016: An investment reality check The middle of the year is a good time for an investment reality check that can improve the tax efficiency of a client's portfolio, according to The Register-Star. This includes looking at investments that generate interest or produce short-term capital gains, and dividing assets strategically among taxable, tax-deferred and tax-exempt accounts. -- The Register-Star
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