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Apr 13, 2026
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The Tax Aspects of Selling Mutual Fund Shares
DT
directing the sale of the shares with the highest basis. Average basis. The IRS permits you to use the average basis for shares that were acquired at various times and that were left on deposit with the fund or a custodian agent. As you can see, mutual fund investing can result in complex tax situations. Contact us if you have questions. We can explain in greater detail how the rules apply to you.
Apr 13, 2026
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4 Key Traits to Look for When Hiring a CFO
Apr 13, 2026
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Getting Help With a Business Interruption Insurance Claim
Apr 13, 2026
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Do Your Employees Receive Tips? You May Be Eligible for a Tax Credit
Apr 13, 2026
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Look Closely at Your Company’s Concentration Risks
Apr 13, 2026
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Numerous Tax Limits Affecting Businesses Have Increased for 2020
Apr 13, 2026
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What Can AI Do for My Business?
Apr 13, 2026
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Article
Use Nongrantor Trusts to Bypass the Salt Deduction Limit
Apr 13, 2026
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How Business Owners and Execs Can Stay Connected With Staff
Apr 13, 2026
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Cost Management: A Budget’s Best Friend
Apr 13, 2026
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New Law Helps Businesses Make Their Employees’ Retirement Secure
Apr 13, 2026
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New Law Provides a Variety of Tax Breaks to Businesses and Employers
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