NJ CPA Magazine | Tax-Loss Harvesting: An All-Year Obligation, Not Just a Year-End Chore (Page 16)

New Jersey CPA is the Society’s award-winning membership magazine. Written by CPAs for CPAs, each issue covers an in-depth, timely topics affecting the profession – whether you’re a seasoned veteran or just starting out in your career. You’ll also find practice-area articles in auditing, financial planning, forensic accounting, industry, tax, technology and more. And, you’ll learn about what’s going on at the NJCPA: upcoming events, discounted CPE and volunteer opportunities. ...

The NJBIZ Leaders in Finance awards celebrate New Jersey’s financial executives at all levels who contribute to the success of their companies as well as their communities. And the 2024 honorees are prime examples of leadership in the industry. ...

Inflation soared during the pandemic, and the Fed's efforts to tame it drove up interest rates over 2022 and 2023. While the annual inflation rate in 2020 was a mere 1.23%, it peaked at 8% in 2022 before settling at 3.4% for the 12 months ending in December 2023. Similarly, the Fed's aggressive cycle of rate hikes pushed the effective federal funds rate from 1.55% to 5.33% during the same span, according to Macrotrends....

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Life and bills go on, which anyone who loses a spouse quickly discovers. You may be emotionally gutted, but the electric still needs to be paid. There are also plenty of documents you’ll need to collect, forms to fill out and numbers to call, all at a time when finances may be the last thing on your mind. If you have lost a spouse, consider this financial checklist....

Everyone’s heard the adage “buy low, sell high.” However, what most investors don’t take into consideration is how they act in moments of fear and greed. So, how do you get around that to become a successful investor and avoid a failing investment strategy? Let’s look at five reasons your portfolio could fail:...

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If you’ve found yourself confused—or even a bit concerned—by what unfolded on April 2nd (now unofficially dubbed“Liberation Day”), you’re not alone. Even some of the most seasoned...

“Jane, get me off this crazy thing!” – George Jetson For those that are not familiar with the 1960’s famous cartoon family and their characters, Jane and George Jetson live in the year...

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