investment portfolio

Tax Mitigation Strategies When Rebalancing Your Investment Portfolio

May 7th, 2026|Categories: Accountant, accountant near me, Burns Firm, CPA, CPA Dallas, CPA near me, Dallas CPA, Investment Portfolio, Investments, Tax, tax accountant, tax accountant near me, Tax Advisor, Tax Credits, Tax Planning, Tax Planning for Businesses, Tax Strategy, Texas CPA, The Burns Firm|Tags: CPA, cpa near me, Dallas CPA, investment portfolio, tax, tax advisor, Tax Mitigation Strategy, Tax Strategies, Texas CPA, The Burns Firm|

Large stock market gains in recent years, coupled with some significant volatility in 2026, have left many investors with portfolios that are out of balance with their desired asset [...]

Can Taxpayers Who Manage Their Own Investment Portfolios Deduct Related Expenses

August 17th, 2021|Categories: Accounting, Burns Firm, Tax, Tax Credits, Tax Deductions, Tax Planning, Tax Preparation, Tax Return, The Burns Firm|Tags: can I deduct investment related expenses, can i deduct my expenses if i manage my investment portfolio, CPA, CPA Dallas, Dallas, investment portfolio, investment-related expenses, tax, tax filing, The Burns Firm, trader vs investor|

Do you have significant investment-related expenses, including the cost of subscriptions to financial services, home office expenses and clerical costs? Under current tax law, these expenses aren’t deductible through 2025 [...]