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Recent Posts by Aaron Brask

Missing Socks and Cost Basis

[caption id="attachment_7398" align="aligncenter" width="563"] https://unsplash.com/@nickpage[/caption] [alert_box style="message" close="no"]Disclaimer: This article discusses a topic that is related to taxes but is not and should not be construed as tax advice. Please get in touch if you would like to discuss your particular situation. [/alert_box] [hr] Missing cost basis: Background Are you missing the cost basis for…
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What To Do With Your Cash?

  [caption id="attachment_7361" align="aligncenter" width="887"] Data from January 9, 2023[/caption] [alert_box style="message" close="no"]Disclaimer: This article explains some potential options related to investing but does not constitute investment advice. Please get in touch if you would like to discuss your particular situation. [/alert_box] [hr] After years of near-zero interest rates, it is no surprise many people…
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Exchange-traded Fund (ETF) Tax Efficiency

[alert_box style="message" close="no"]Disclaimer: The article referenced below discusses topics at the nexus of investments and taxes, but does not provide and should not be construed as providing tax advice. Please contact your CPA or tax professional for guidance on tax-specific issues. [/alert_box] Note: Please see my video [icon name="youtube" prefix="fab" class="fa-2x"] discussion of this topic…
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Tax Efficiency Part III: Asset Location

[alert_box style="message" close="no"]Disclaimer: This article discusses topics at the nexus of investments and taxes, but does not provide and should not be construed as providing tax advice. Please contact your CPA or tax professional for guidance on tax-specific issues. [/alert_box] Note: Please see my video [icon name="youtube" prefix="fab" class="fa-2x"] discussion of this topic below or…
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