Tax Planning Guide

Whether you do your own taxes the old fashioned way (paper), use TurboTax, or rely on a competent CPA like Bill Lupone, the attached link to the tax guide from the American Association of Independent Investors is a must read.  This is a guide for the 2014-2015 tax season.  Not terribly long but it covers the significant bases.

AAII is $29 a year and I find it useful.  Particularly suited to fundamental investors, it includes model portfolios and rules around how to trade them.  I have been a subscriber for years and I recommend it — nothing in it for me.



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