A recent Wall Street Journal Tax Report emphasizes the importance of proactive tax planning for investors looking to lock in ...

What is cost basis? It’s the starting point for measuring a taxable gain when an investor sells an asset, such as a stock or ...

Stoy Hall, CFP and founder of Black Mammoth, shares how he talks to clients about getting organized, maximizing ...

Thomas is a native of upstate New York and a graduate of the University at Albany. As a former member of CNET's How To team, he wrote about the intersection of policy, information and technology, and ...