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  • About Timpe
    • About Timpe
    • News
    • Contact Us
  • Services
    • Accounting & Tax
    • Legal Services
    • Timpe Investment Advisory Services
    • Payroll
  • Form Download
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Tag Archives for: "appreciated mutual funds"
 Buying and selling mutual fund shares: Avoid these tax pitfalls
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By Gary Timpe
In Taxes
Posted October 20, 2020

Buying and selling mutual fund shares: Avoid these tax pitfalls

If you invest in mutual funds, be aware of some potential pitfalls involved in buying and selling shares. Surprise sales You may already have made taxable “sales” of part of your mutual fund [...]

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 Mutual funds: Handle with care at year end
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By Gary Timpe
In Taxes
Posted November 13, 2018

Mutual funds: Handle with care at year end

As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable accounts and take steps to avoid potential tax traps. Here are some tips. Avoid surprise [...]

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