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Contact » Certified Public Accountants in Greeley CO • 970.352.7990
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      • Taxes: FYI
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      • Diane Alexander
      • Melissa Bigler
      • Andrea Fuller
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  • Services
    • Financial Reporting and Accounting
    • Tax Reporting and Planning
      • Taxes: FYI
    • Business Consulting and Support
    • Financial Planning & Investments
    • Java Review
  • Industries
    • Agriculture Accounting
    • Bank Auditing
    • Construction Accounting
    • Local Governments
    • Healthcare Accounting
    • Manufacturing Accounting
    • Nonprofit Accounting
    • Oil & Gas Accounting
    • Real Estate Accounting
    • Accounting Services for Retailers and Wholesalers
  • Resources
  • About Us
    • Shareholders
      • Diane Alexander
      • Melissa Bigler
      • Andrea Fuller
      • Judy Hicks
      • Alan Holmberg
      • Vicki Sears
    • Managers
      • Alanna Moses
      • Jen Darnell
      • Jill Bellendir
      • Cecil McPherron
      • Philip Neville
    • Newsletters
  • Community
  • Careers
    • Current Openings for Accounting Jobs
  • Blog
  • Client Login

Investments

 Investors: Beware of the Wash Sale Rule
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In Investments
Posted

Investors: Beware of the Wash Sale Rule

  A tried-and-true tax-saving strategy for investors is to sell assets at a loss to offset gains that have been realized during the year. So if you’ve cashed in some big gains this year, [...]

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In Investments
Posted

Pay Attention to the Details when Selling Investments

A variety of factors affect the tax consequences from selling investments, as well as your net return. You’re probably focused on a number of factors. How much you paid for the investment vs. how [...]

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In Investments, Taxes
Posted

Coverdell ESAs: The Tax-Advantaged Way to Fund Elementary and Secondary School Costs

During summer break, you might be thinking about vacation plans for your children (or grandchildren). But summer is also a good time to think about Coverdell Education Savings Accounts (ESAs), [...]

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970.352.7990 • 5801 W 11th St, Suite 300, Greeley, CO 80634

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